AnchorPoint Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for AnchorPoint Advisors
Team photo for AnchorPoint Advisors

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Advisors

Advisor photo for Devon Mertz

Devon Mertz

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Devon Mertz's website
Advisor photo for Hilary Bracken

Hilary Bracken

CFP®, JD

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Hilary Bracken's website


Team

Catherine Mercado

Catherine Mercado

Operations Director

Personal Intro

15 Year Anniversary with Ameriprise Financial Services, LLC

Roles & Responsibilities

  • Meeting scheduling & reminders, Compliance, Technology, Social-Media, Events, Webinars
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