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.

Search results for:

Location: Scottsdale

Clear All Filters

Sam Reys

Relationship Manager

Madelyn Fritz, CFP®

Financial Planner

Melissa Van Dusen, CPA

Sr. Tax Associate

Paul Haines

Sr. Director, Tax Wealth Expansion

Marc A. Normann

Sr. Vice President

Albuquerque, Scottsdale

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Dakota Endres

Dakota Endres

Regional Vice President

Susy Gibo

Susy Gibo

Sr. Client Development Associate

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

Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Josh Gustafson

Josh Gustafson

Executive Managing Partner

Denver, Scottsdale, Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Ready to get started?

Mercer Advisors Team

Explore More

Multi-generational family having dinner together

Estate Planning

What To Do With the Money You’re Not Going To Spend

November 4, 2026

Tax Planning

Planning a California Residency Change Before Your Liquidity Event

November 3, 2026

Women & Wealth

Financial Planning for Women Business Owners: Beyond the Business

November 2, 2026

Continue Browsing