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: Scottsdale

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Marc A. Normann

Sr. Vice President

Albuquerque, San Diego, Scottsdale

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Dakota Endres

Dakota Endres

Associate Regional Vice President

Susy Gibo

Susy Gibo

Sr. Client Development Associate

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

Madelyn Fritz

Madelyn Fritz

Financial Planner

Melissa Van Dusen, CPA

Sr. Tax Associate

Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Josh Gustafson

Executive Managing Partner

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

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Mercer Advisors Team

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