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.

Northeast
Midwest
Southeast
Southwest
West

Search results for:

Ryan Badger, CFP®

Sr. Wealth Advisor

Adam Lee, CFP®

Sr. Vice President
Leah Manderson

Leah Manderson

Regional Vice President

Jenna Taylor

Client Development Associate

Lacy Hartzler

Sr. Client Development Associate

Cameron Holt

Financial Planner
Camryn Norman

Camryn Norman

Financial Planner
Patrick Moody

Patrick Moody

Financial Planner
Mercer Advisor Logo

Amanda Coffey

Client Service Specialist
Angela Tucker

Angela Tucker, MS, CFP®

Sr. Manager, Client Service

Cole Wenda

Client Service Specialist

Cole Wenda

Client Service Specialist
Erica Lloyd

Erica Lloyd

Client Service Coordinator
Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist

Ready to get started?