Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Westerville, Livonia, Portage, Traverse City, Franklin

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Art Haws, CPWA®, CFP®

Partner

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

Scott Snider image

Scott Snider, CFP®, RICP®, CEPA

Principal

Jacksonville, Westerville, Boca Raton

Frank Bowling

Bo Bowling

Sr. Wealth Advisor

Chris Saccomanno - Wealth Advisor

Chris Saccomanno, CFP®

Wealth Advisor

David Hardenbergh, CFP®

Wealth Advisor

Gerard Quinn

Sr. Wealth Advisor

Harish Vishria, CFP®, APMA®

Sr. Wealth Advisor

James S. Ryan, JD, CFP^®, AIF^®

Sr. Wealth Advisor

Jeff Smith

Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Louisville, Indianapolis

J Haverstock

Jesse Haverstock, CFP®

Wealth Advisor

Bellevue, Franklin

Julie-Albright

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Mike-Reich

Mike Reich, CFP®

Wealth Advisor

Louisville, Indianapolis

Neha Pande, CFP®, APMA, MBA

Wealth Advisor

R. Andrew Nurse, MBA, CFP®, CPFA®

Wealth Advisor, Retirement Plans

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Mercer Advisors Team

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