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

Jahyra Robinson

Service Operations Associate
Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Stephanie Bennett

Relationship Manager
Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Shannon Burgett

Regional Vice President

Amy Boyd, CFP®

Sr. Financial Planner
Andréa-Royster

Andrea Royster

Retirement Plan Specialist

Courtney Clifford

Retirement Planning Specialist

Ready to get started?

Mercer Advisors Team