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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Northeast: New England

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Lena Wyand, CFP®

Sr. Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Matthew Nelsen, CFP®

Wealth Advisor

R Saunders

Roain Saunders, CFP®

Wealth Advisor

Woodbridge, Old Lyme, West Hartford, Westport, Nashua, Peabody

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Samuel Reid, CFP®, JD

Sr. Wealth Advisor

Sarah Serling, CFP®, JD

Sr. Wealth Advisor, Regional Vice President, Women and Wealth

Thomas J Britt

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA

Sr. Wealth Advisor

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Timothy Pilczak

Timothy Pilczak, CFP®, EA, TPCP®

Sr. Wealth Advisor

Boston – West, Hingham

Todd Cesca, MPA, CRPC®

Sr. Wealth Advisor

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Edward Dunphy

Edward Dunphy

Regional Vice President

Fairport, Hockessin, Melville, New York, Radnor, West Hartford

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Aileen Deutermann - Operations Manager

Aileen Deutermann

Manager, Client Service

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Cathy Towle

Relationship Manager

Celicia Smith

Celicia Smith

Sr. Client Service Specialist

Boston – West

Chase Rosa

Relationship Manager

Claudia Paluch

Claudia Paluch

Client Service Specialist

Old Lyme, West Hartford, Westport, Woodbridge, Nashua, Peabody

Dana Schaeffer

Relationship Manager

Boston – West

Eileen Swirsky

Client Service Specialist

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Mercer Advisors Team

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