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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Kristen Moosmiller, CFP®, EA

Wealth Advisor

Stephanie Bailey, CFP®

Wealth Advisor

Emily Paulus

Service Operations Associate

Jeff Theado, MBA

Relationship Manager

Leigh Rogers

Service Operations Associate

Tracy Friedel

Service Operations Associate

Trista Hill

Relationship Manager

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Mercer Advisors Team

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