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

Jesse Frehling, AIF®

Regional Vice President
J Mignone

Jesse Mignone

Manager, Client Service
Mercer Advisor Logo

Joe Scotti

Client Service Specialist
Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

Victoria O’Tool

Financial Planner
Kelly Gaur

Kelly Gaur

Regional Vice President
Kevin Meyersburg

Kevin Meyersburg

Regional Vice President
James Werner

James Werner

Manager, Client Development Associate

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

Melissa Nims

Chief Solutions Officer

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

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