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
Southeast
Southwest
West

Parker Landolf

Financial Planner
Alex Murphy headshot

Alex Murphy

Client Service Specialist

Angela Piccioni

Client Service Specialist
Austin Jamati headshot

Austin Jamati, CPA

Client Service Specialist
Mercer Advisor Logo

Faisal Ahmed

Client Service Specialist

Heather Curtis

Sr. Client Service Specialist
Mercer Advisor Logo

Jann Leonard

Manager, Client Service
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Client Service Specialist
Laurel Portman headshot

Laurel Portman

Client Service Specialist

Melody Manzanedo

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist
Owen Good headshot

Owen Good

Client Service Specialist
Stephen Morris

Stephen Morris

Client Service Specialist
T Thomasson

Tanya Thomasson, CFP®

Director, Client Service – UHNW & Private Markets
Tess Gold headshot

Tess Gold

Sr. M&A Comp Analyst

Wendy Reeves, WMS℠

Sr. Client Service Specialist
T Kallas

Tim Kallas

Sr. Vice President
David Oh

David Oh, JD, LLM

VP, Wealth Strategy

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