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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Location: Newport Beach

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Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Matthew Crow

Managing Director, Channel Client Development

Nancy R. Hudak

Nancy R. Hudak

Director, New Partner Experience

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Nick Gomez

Nick Gomez

Client Service Specialist

Pamela Brown

Pamela Brown

Client Service Specialist

Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Susan Evans Image

Susan Evans, CFP®, CDFA®

Regional Vice President

Lisa Goodman

Sr. Vice President

Newport Beach, San Diego

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

Trisha Miller

Manager, Client Development Associates

Alexandra Mendoza, CFP^®

Manager, Financial Planner

Brendan Corbett, CFP®

Financial Planner

Hannah Van Essen

Financial Planner

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

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Mercer Advisors Team

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