team calcagni
Call us today at (888) 642-2329
 Managing Director  Email: DonaldDonald is a leading expert in the specific nuances business owners and other professionals face in the areas of tax planning, investment management, retirement plan design, and practice transition planning. He is a Certified Financial Planner®, holds a Master of Science degree in Taxation, and is a graduate of the Wharton School's Program in Private Wealth Management. Donald is a member of the Mercer Advisors Investment Committee, is an Adjunct Professor of Taxation & Financial Planning at Widener University, and serves as Associate Editor of the Journal of Financial Services Professionals. |  Financial Advisor Email: BrookeBrooke has been providing financial advice for the owners of closely held businesses and high net worth individuals for over 13 years. She specializes in investment and retirement advice. Brooke graduated from Pennsylvania State University with a dual degree in International Business and Management. She is currently pursuing the Certified Financial Planner™ designation at the American College. Brooke resides in Narberth with her son, and husband, Andy. |
 Financial Advisor Email: DaphneDaphne has more than 8 years of experience in financial services and wealth management. In her role at Mercer Advisors, she works directly with clients to design, implement and manage comprehensive financial plans and investment portfolios. Daphne received her bachelor's degree in Economics from The Johns Hopkins University. She is also a graduate of the Wharton School's Executive Program in Marketing and is currently pursuing her CFP® certification and Master of Science degree in Taxation and Financial Planning from Widener University. |  Financial Administrator Email: JustinJustin has 5 years of financial service industry experience. He specialized in equity and derivative trading and analyses for high net worth individual investors at Charles Schwab & Co, Inc. prior to joining Mercer in 2011. Justin graduated from the University of Colorado at Boulder with a bachelor's degree in Marketing. |
