Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Don Faul, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Managing Director

(925) 932-4700

(866) 531-7651

Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families...

Read more

Charles "Chuck" Putney, EA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Enrolled Agent

(925) 932-4700

(866) 531-7651

Chuck Putney grew up in Missoula, Montana and Seattle, Washington. After a career in engineering, management and management consulting, he entered the tax and financial services industry.

Read more

Karla McQuain

Director of Client and Community Services

(925) 932-4700

(866) 531-7651

As our Director of Client and Community Services, Karla is at the center of the action here at Mercer Putney Financial Advisors. In the office, she may be that friendly voice on the phone or that determined service manager making...

Read more

Marci assists our clients with scheduling appointments, daily requests, and operational tasks. Her attention to detail and easy going demeanor makes her an asset to the team. Marci has a Bachelors Degree in Public Administration from...

Read more

Joelle Craker

Client Operations Specialist

As our Client Operations Specialist, Joelle has a comprehensive knowledge of compliance, operations, and services. She provides top-notch operational support and ensures the accuracy and completion of all procedures generated through...

Read more

Lindsey Jauregui

Administrative Associate

(925) 932-4700

(866) 531-7651

Lindsay Jauregui's role with Mercer Putney is to provide administrative support and ensure that our clients have a great experience. For some of you, Lindsey may seem like a familiar face! She comes to us from our close friends and...

Read more

Jeff Schnoebelen

Portfolio Engineer, Strategic Wealth Advisors Group

Jeff joined The Financial Services Network and Strategic Wealth Advisors Group in 2008 after spending several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU...

Read more

Jeremy Olen, CFA

Chief Investment Officer, Strategic Wealth Advisors Group

Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of...

Read more

Chad Faul

Planning Support Specialist

As Planning Support Specialist, Chad supports the advisors with financial planning case work, including para planning, tax planning, income and retirement planning. He also assists with asset analysis and data management for all...

Read more