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
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Tony Bouton

Tony Bouton

Regional Vice President
Christopher Anderson

Chris Anderson

Client Service Specialist

Colter Niezgodzki

Client Service Specialist

Jose Garcia

Sr. Client Service Specialist
Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Nikki Keophet

Client Service Specialist

Stefan Madaffari

Relationship Manager
Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service
Theresa Nichols

Theresa Nichols

Client Service Specialist

Josh Johnson

Financial Planner

Remi Sampson, CFA®

Director, Portfolio Consulting
Emily Sipes

Emily Sipes, CFP®

Sr. Client Development Associate

Ben Kautz, CFP®

Executive Managing Partner, East Division

Courtney Foley

Sr. Retirement Plan Manager

Ready to get started?

Mercer Advisors Team