Mercer Advisors

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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Claudia Ona

Sr. Client Services Specialist

Naples

Colter Niezgodzki

Client Service Specialist

Boca Raton

Connie Fornberg

Client Service Specialist

Naples

Madison Cosgriff

Client Service Specialist

Naples

Summer Miles operations manager

Summer Miles

Operations Manager

Naples

Theresa Nichols

Theresa Nichols

Client Service Specialist

Jacksonville

Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

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Explore More

A team working on liquidity planning
Insights

Liquidity Planning After a Tender Offer

September 10, 2025

Insights

The Time to Diversify: Insights From Our CIO

September 9, 2025

Insights

Roth IRA vs. Traditional IRA: Key Differences, Benefits & When To Choose Each

September 8, 2025

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