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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Southeast: Carolinas

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Shannon Burgett, CFP®

Regional Vice President

Carson Durham

Relationship Manager

Ginny Starnes - Manager, Client Service

Ginny Starnes

Manager, Client Service

Jahyra Robinson

Service Operations Associate

Karin Osofsky - Client Service Specialist

Karin Osofsky

Relationship Manager

Katie Miceli

Relationship Manager

Asheville, Charlotte, Durham, Raleigh

Stephanie Bennett

Relationship Manager

Trevor Combs

Trevor Combs

Relationship Manager

Amy Boyd, CFP®

Sr. Financial Planner

Ben Laubach

Financial Planner

Franklin (Tom) Oyieko

Portfolio Operations Specialist

Camilla-Wright

Camilla Wright, CPA

Tax Director

Andréa-Royster

Andréa Royster

Retirement Plan Specialist

Courtney Clifford

Retirement Planning Specialist

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Mercer Advisors Team

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