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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Northeast
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Midwest
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Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Lo Fellows headshot

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Columbus

Leigh Edwards headshot

Leigh Edwards

Client Service Specialist

Cincinnati

Lisa J. Miller, FPQP™

Manager of Operations

Columbus

Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Cincinnati, Columbus

Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service

Cincinnati, Columbus

Ed Lettieri

Ed Lettieri

Regional Vice President

Pittsburgh

John Walker headshot

John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Columbus, Livonia, Onalaska, Schaumburg

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