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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Role: Executives
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Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Scottsdale

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

Martine Lellis Headshot

Martine Lellis, CPA, CFP®

Executive Managing Partner, M&A Partner Development
Ted Motheral - Principal, M&A Partner Development

Ted Motheral, JD, MBA

Executive Managing Partner, M&A Partner Development
Will Mannon

Will Mannon

Executive Managing Partner

Carrie Ohm

VP, M&A Partner Development

Springfield

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

New York

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Mercer Advisors Team

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