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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Location: Hockessin

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Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Daniel M. McDermott

Daniel M. McDermott, ChFC®, CFP®, AIF®

Sr. Wealth Advisor

Paul Baumbach

Paul Baumbach, CFP®, CFA™

Sr. Wealth Advisor

Sean Heidig, CFP®

Wealth Advisor

Susan Lehnerd, CFP®

Wealth Advisor

Brian Picariello

Brian Picariello, CPA/PFS, CFA®

Managing Partner

Allentown, Fairport, Hockessin, Radnor, West Hartford, Hingham

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Christina Crawford - Client Service Specialist

Christina Crawford

Client Service Specialist

Chris Sheldon

Christina Sheldon

Client Service Specialist

Marie Levinsky

Marie Levinsky

Sr. Client Service Specialist

Rachel Roach, CFP®

Manager, Financial Planner

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

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Mercer Advisors Team

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