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.

Search results for:

Location: Portsmouth

Clear All Filters

Emma Bean, CFP®

Principal

Kennebunk, Portsmouth

James Bossieux, CFP®, CIMA

Wealth Advisor

Jessica Kreger, CFP®

Wealth Advisor

John Wilson, CFP®

Wealth Advisor

Kennebunk, Portsmouth

Karen Zaramba, CFP®

Sr. Wealth Advisor

Katy Carr

Associate Wealth Advisor

Lena Wyand, CFP®

Sr. Wealth Advisor

Samuel Reid, CFP®, JD

Sr. Wealth Advisor

Sarah Serling, CFP®, JD

Sr. Wealth Advisor

Cathy Towle

Relationship Manager

Chase Rosa

Relationship Manager

Renee Hickey

Relationship Manager

Sue Ross-Wentworth

Relationship Manager

Ready to get started?

Mercer Advisors Team

Explore More

Estate Planning

Maryland Estate and Inheritance Tax

July 24, 2026

Women & Wealth

What To Do Before and After a Major Wealth Event

July 22, 2026

Estate Planning

Estate Planning for Blended Families: Key Considerations

July 21, 2026

Continue Browsing