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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Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston, League City, The Woodlands, Sugar Land

Reece Betcher, CFP®

Wealth Advisor

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Brad Mundy

Richard Brad Mundy, CFP®, CPA

Sr. Wealth Advisor

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Richard Goldstein Image

Richard Goldstein, CPA, CIMA®, MS

Sr. Wealth Advisor

Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Robert (Bobby) Bird, CFP®

Sr. Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Robert Cox, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Wealth Advisor

Ross Anderson

Wealth Advisor

Rudolph Brandes

Rudolph Brandes, J.D., LL.M., CFP®

Sr. Wealth Advisor

Ryan Badger, CFP®

Sr. Wealth Advisor

Ryan Bly

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

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Mercer Advisors Team

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