Thomas has been in the financial services industry for over 28 years.  Prior to joining Wells Fargo Advisors, Thomas was a Financial Consultant at Washington Mutual in Bellevue, Washington for 12 years, where he specialized in investment planning.

Thomas graduated summa cum laude from The University of St. Thomas in Minnesota (BA Finance), studied abroad at Osaka Gakuin University in Japan, and has an MBA from the University of Washington. He holds a Chartered Financial Consultant (ChFC®) designation and CERTIFIED FINANCIAL PLANNER® certification.  Thomas is fluent in Japanese, Taiwanese (Hakka), and conversational Mandarin Chinese. In the past, Thomas has taught MBA finance courses at Seattle University's Albers School of Business and Economics.  He has also served on the Board of Directors of Friends of Youth, a non-profit organization that provides services to youth and their families.

Thomas lives in Kirkland, Washington with his wife Peggy and two children Audrey and Elliott.  In his spare time, he enjoys competing in obstacle course races, reading, and traveling.

CA Insurance License Number: 0K02780. Resident State: WA

Gary began in the financial services industry over 16 years ago with Wells Fargo & Company. Prior to becoming a Financial Advisor, he held a number of positions, most recently as the Branch Manager of the Mercer Island bank branch for Wells Fargo Bank N.A. There he managed a team of personal bankers to help the local community succeed financially.

Gary graduated from the University of Washington in Seattle (BS Economics). He is a CERTIFIED FINANCIAL PLANNER® professional. As a CFP® professional, he completed extensive training and experience requirements and is held to rigorous ethical standards. This certification allows him to understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

Gary lives in Bothell with his wife Ellie and two daughters Stella and Skylar. In his spare time, he enjoys golfing, traveling, and any outdoor activity with his family.

CA Insurance License Number: 0K02609. Resident State: WA

Taylor Mercer is a seasoned Financial Advisor with 18 years of experience at Wells Fargo. He is known for his thoughtful, client-first approach to wealth management, grounded in integrity, transparency, and long-term relationships.

Taylor partners with individuals and families to help them navigate complex financial decisions with clarity and confidence. His calm and consultative style ensures that every strategy is tailored to each client’s unique goals and values—whether planning for retirement, managing investments, or protecting assets. He stays current on market trends and regulatory changes to provide informed, forward-thinking guidance.

Outside of work, Taylor is deeply rooted in family life with his wife Shannon and their three children: Rory (10), Andie (6), and Hallie (1). He enjoys golf, skiing, and coaching his kids in youth sports—bringing the same dedication and care to his personal life as he does to his professional relationships.

CA Insurance License Number: 4302682. Resident State: WA

CA Insurance License Number: 0F12721. Resident State: WA