team herzing

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Tom Herzing, CFP®
Managing Director
Email: Tom


Tom has over 12 years of experience with Mercer Advisors and specializes in the areas of investment management, retirement plan design, and personal financial planning. He graduated with a bachelor's degree in Economics from DePaul University in Chicago, Illinois. Tom joined Mercer Advisors in 1998 as a financial administrator before entering his current role as Strategic Advisor. Tom, his wife Laura, and their two children reside in Gilberts, Illinois, and enjoy biking, tennis, and movies.
Heather Conklin, CFP®
Managing Director
Email: Heather


Heather has a passion for creating the right strategies for her clients to retire on their terms, and accomplish their life goals along the way. Heather earned a bachelor's degree in Linguistics from Rutgers University. She holds the NASD Series 65 license. Heather joined Mercer Advisors in 1995 and helped establish the Chicago branch in 1996. She lives in downtown Chicago where she enjoys photography and exploring the city's many cultural benefits.
Kara Vance
Financial Associate
Email: Kara


Kara joined Mercer Advisors in 2010. She graduated from Wheaton College with a bachelor's degree in Economics and a minor in Music. Prior to joining Mercer Advisors, Kara worked at the Illinois Policy Institute, a nonpartisan research organization dedicated to eliminating wasteful government spending. Now at Mercer Advisors, she enjoys being a part of a team that can help clients put the same responsible spending habits into practice. Kara holds the NASD Series 65 license.
Charles Cohick
Financial Administrator
Email: Charles


Charles (C.J.) graduated from Wheaton College in 2010 with a bachelor's degree in Mathematics and Economics. He joined Mercer in 2011 as a financial administrator, after completing a year-long internship with John Stott Ministries, an international non-profit organization. C.J. enjoys every opportunity to help clients approach and achieve their financial goals.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.

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