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
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Matt Heller headshot

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Ryan Badger, CFP®

Sr. Wealth Advisor
Leah Manderson

Leah Manderson

Regional Vice President

Alicia Smith

Director of Client Development – HNW Program Manager

Alissa Mayes

Service Operations Associate
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Amanda Coffey

Client Service Specialist

Cole Wenda

Client Service Specialist

Francheska Hill

Sr. Client Service Specialist
Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist
Jefferson Bell headshot

Jefferson Bell, FPQP®

Relationship Manager
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Jill Varnum

Sr. Manager, Client Service

Ready to get started?

Mercer Advisors Team