The Team

Dave Mehrer & Associates

Our mission is to help clients feel more confident about their financial decisions through guidance, information and planning.

We are committed to:

  • Putting clients' interests first.
  • Striving to provide premier advice and support.
  • Building long-term relationships with clients, sharing experiences and challenges, and helping them plan to achieve their financial goals through all stages of life.

Our Staff

Alison Mock

Client Service Associate

Stuart Smith

Stuart Smith

Registered Client Service Associate

More about me...

Roles & Responsibilities

  • Stuart is an integral part of the team that keeps clients on track to accomplish their financial goals.