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 Jersey

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Christopher Buldo

Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP®

Sr. Financial Planner

Elliott Giammarino

Tax Manager

Kevin Dillon, CFP®, CRPC®

Sr. Vice President

Allentown, Cherry Hill, Hockessin, Morristown, Radnor

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Stacy Reen

Sr. Client Development Associate

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Mercer Advisors Team

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