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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Lindsey Cross

Relationship Manage

Cincinnati

Marlie Montgomery headshot

Marlie Montgomery

Client Service Specialist

Cincinnati, Westerville

Suzanne Randolph headshot

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Tracy Friedel

Service Operations Associate

Columbus

Trista Hill

Relationship Manager

Columbus

Emily Sipes

Emily Sipes, CFP®

Sr. Client Development Associate

Westerville

Ben Kautz, CFP®

Executive Managing Partner, East Division

Cincinnati, Westerville

Courtney Foley

Sr. Retirement Plan Manager

Westerville

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Mercer Advisors Team

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