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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James Werner

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Jesse Frehling, AIF®

Regional Vice President

Amanda Caster

Amanda Caster, CFP®, CDFA®

Manager, Sr. Financial Planner

Elia Weg

Financial Planner

Harrison Vogel

Financial Planner

Victoria O’Tool

Financial Planner

Kevin Moriarty

Kevin Moriarty, CFA®

Investment Specialist

Sebastian Chaskel Steiner

Director, Philanthropic Services

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

Melissa Nims

Chief Solutions Officer

Elli Sharef

Head Philanthropic Services

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Mercer Advisors Team

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