In the spirit of Thanksgiving and to give our dedicated employees additional time with family, our offices will be closed from Monday, Nov. 24, through Friday, Nov. 28. We will resume normal operations on Monday, Dec. 1. If you require urgent assistance Monday, Nov. 24, through Wednesday, Nov. 26, please contact our on-call Client Services Team at 888.565.1681. Please note that only essential staff will be available during this time to assist with urgent needs.

Or, if you would like to discuss becoming a client, please contact us here.

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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Aleksandra Simic

Sr. Client Service Specialist

McLean

Ally Keasler

Sr. Client Service Specialist

McLean

Courtney Lavender

Sr. Client Service Specialist

McLean

Grace Farley

Director, Client Service

McLean

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Richmond

Jordan Shivery

Client Service Specialist

Hunt Valley

Kimberly England

Sr. Client Service Specialist

Hunt Valley

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

Richmond

LaShawn Jenkins

Sr. Client Service Specialist

Hunt Valley

Lisa Dellinger

Manager, Client Service

Roanoke

Liz Kreft

Client Service Specialist

McLean

Luke Jackson headshot

Luke Jackson, CFP®

Financial Planner

McLean

Michael O’Brien

Financial Planner

McLean

Ready to get started?

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