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.

Zack Schiller, CFP®

Sr. Wealth Advisor

Zeke Aviles, CFP®, CEP

Wealth Advisor

Austin, San Antonio

Belinda Richardson

Belinda Richardson

Regional Vice President

Brian Yannaccone

Regional Vice President

Christopher Sporer, CFP®

Regional Vice President

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego – Scripps Ranch, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Jeff Blum

Regional Vice President

Walnut Creek, San Francisco, Menlo Park, Roseville, Reno, San Jose, Mill Valley

Kristen Comeau

Regional Vice President

McLean, Roanoke, Richmond, Washington, DC, Owings Mills, Hunt Valley

Raul-Palma

Raul Palma

Regional Vice President

Kahului, LA-Century City, Pasadena, Santa Barbara, Woodland Hills, Thousand Oaks

Tommy Azoury

Regional Vice President

Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Adam Roosevelt

Regional Vice President

Alex Krenek, J.D.

Regional Vice President

Andrew Thompson

Regional Vice President

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

Anthony Flores

Regional Vice President

Anthony Koehler, CFP®, MBA

Regional Vice President

Bob Kinnie

Regional Vice President

West Hartford, Woodbridge, Westport, Old Lyme

Brendan Archibald, CFP®

Regional Vice President

Newport Beach, San Diego – Sorrento Valley

Ready to get started?

Mercer Advisors Team

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