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
Pablo Fitting

Pablo Fitting

Regional Vice President
Rich Munneke

Rich Munneke

Regional Vice President
Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President
Steven Hall

Steven Hall, JD, MBA

Regional Vice President
Tony Bouton

Tony Bouton

Regional Vice President
Tunia Mycyk headshot

Tunia Mycyk, AIF® CRPS®

Regional Vice President
Scott Baber - Regional Vice President

William (Scott) Baber

Regional Vice President
Mercer Advisor Logo

Willie Wheat

Regional Vice President
Emily Sipes

Emily Sipes, CFP®

Regional Sales Associate
F Xuereb

Fred Xuereb

Sr. Regional Client Development Associate

Jackie Steczkowsk

Regional Sales Associate

Jacques Jagr

Regional Sales Associate
James Werner

James Werner

Manager, Regional Client Development

Jenna Taylor

Regional Sales Associate
Maxwell Photo

Kimberly Maxwell

Regional Sales Associate

Ready to get started?