Mercer Advisors

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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Midwest: Illinois
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Katelyn Depew

Partner Sr. Wealth Advisor

Chicago

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

Schaumburg

Gentry Pletts

Service Operations Associate

Schaumburg

Joy Kaczmarek

Joy Kaczmarek

Manager, Client Service

Schaumburg

Lucas Hallal

Client Service Specialist

Schaumburg

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Schaumburg

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Christopher Sporer, CFP®

Regional Vice President

Chicago

Ellie Johnson

Client Development Associate

Schaumburg, Chicago

Max Bromley

Regional Vice President

Schaumburg

James Bondar

Client Development Associate

Chicago

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Mercer Advisors Team

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