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: Greater Washington D.C.

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Richard Osikowicz, CFP®, AIF

Sr. Wealth Advisor

Rick Rubin, CFP®, CFA®, MBA

Sr. Wealth Advisor

Ross Anderson

Wealth Advisor

Todd Norris, CFP®

Sr. Wealth Advisor

Trey Ingram, CFP®, CAIA®, MBA

Wealth Advisor

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Brian Oberle

Regional Vice President

Aleksandra Simic

Sr. Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Angela Schnepp

Client Service Specialist

Grace Farley

Sr. Director, Client Service

Jody Wyatt

Jody Wyatt

Sr. Client Service Specialist

Jonathan Pusey

Service Operations Associate

Jordan Shivery

Client Service Specialist

Kelsey Kosztowny

Relationship Manager

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

LaShawn Jenkins

Sr. Client Service Specialist

Lisa Dellinger

Manager, Client Service

Liz Kreft

Client Service Specialist

Narai Henderson

Client Service Specialist

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Mercer Advisors Team

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