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
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James Werner

James Werner

Manager, Client Development Associate

Stacy Reen

Sr. Client Development Associate
Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Andrew Glick

Client Service Specialist

Anna Seckular

Head of Corporate Executive Wealth Partnership

Helen Berlin

Client Service Specialist

Jesse Frehling, AIF®

Regional Vice President
J Mignone

Jesse Mignone

Manager, Client Service

Jiany Lindsey

Client Service Specialist
Mercer Advisor Logo

Joe Scotti

Client Service Specialist
Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist
Mathew Carrigy headshot

Mathew Carrigy

Sr. Client Service Specialist

Victoria O’Tool

Client Service Specialist

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

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