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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Leah Manderson

Leah Manderson

Regional Vice President

Alicia Smith

Director of Client Development – HNW Program Manager

Alissa Mayes

Service Operations Associate
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Amanda Coffey

Service Operations Associate
Angela Tucker

Angela Tucker, M.S., CFP®

Registered Relationship Manager

Cole Wenda

Client Service Specialist

Francheska Hill

Sr. Client Service Specialist
Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Relationship Manager
Jill Varnum

Jill Varnum

Sr. Manager, Client Service
Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service
Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Michael Olmert

Relationship Manager

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Mercer Advisors Team