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

Lisa Goodman

Regional Vice President

Lindsay O’Toole

SVP, Investment Platform Operations
Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Ayman Azabo

Sr. Client Service Specialist

Connor Umbenhaur

Client Service Specialist

Evan Jewett, MSF

Client Service Specialist

Jacob Lynch

Wealth Strategist

Jared Greenberger

Client Service Specialist
Mercer Advisor Logo

Jessica Villarin

Client Service Specialist
Jonathan Tull

Jonathan Tull

Client Service Specialist
Rubi Contreras Image

Rubi Contreras

Manager of Operations

Shaya Reiisieh

Client Service Specialist

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