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:

Southwest: Arizona

Clear All Filters

Marc A. Normann

Sr. Vice President

Albuquerque, 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

Ready to get started?

Mercer Advisors Team

Explore More

Work & Business

Beyond Business Growth: Wealth Planning for Women Founders

August 19, 2026

Estate Planning

Illinois Estate Tax: What High-Net-Worth Families Need To Know

August 17, 2026

What Clients Ask

Questions to Ask When Choosing a Financial Advisor

August 13, 2026

Continue Browsing