AnchorPoint Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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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

Visit Devon Mertz's website
Advisor photo for Hilary Bracken

Hilary Bracken

CFP®

Associate Financial Advisor

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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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Devon Mertz

Devon Mertz

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Roles & Responsibilities

  • Financial data updates, Meeting Follow-Up, Money Requests, Trades, Insurance, Annuities, New Account Set-ups, Client Website support Total View, Money Transfers
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Cassandra Wells

Cassandra Wells

Client Service Manager