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.

Northeast
Midwest
Southeast
Southwest
West

Alan Davis

Wealth Advisor

Brad White

Brad White, CFP®

Sr. Wealth Advisor, Director

Brian Jellig, CFP®

RVP, Wealth Advisor

Jonah Tinajero

Associate Advisor

Ken Bobadilla

RVP, Wealth Advisor

Patrick Comer, CFP®

RVP, Wealth Advisor

Sandee Mapp

RVP, Wealth Advisor

Schane Goheen, CFP®, CLU®

RVP, Wealth Advisor, Director

Lisa Goodman

Regional Vice President

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Erica Luchetti

Sr. Client Service Specialist

Jacob Lynch

Client Service Specialist

Mercer Advisor Logo

Jessica Villarin

Client Service Specialist

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