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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Northeast
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Midwest
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Southeast
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Southwest
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West
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Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Henry Cox

Financial Planner
Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato

Financial Planner

Denver

Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Financial Planner
Jonah Shafer - Sr. Financial Planner

Jonah Shafer

Jonah Shafer – Sr. Financial Planner

Josh Davis

Financial Planner

Portage

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Kristen Revis

Kristen Revis

Financial Planner

Asheville

Lizzie Gossett headshot

Lizzie Gossett, CFP®

Financial Planner

Macon

Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Bellevue

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Sr. Financial Planner

Minneapolis

Madison Moore headshot

Madison Ramella, CFP®

Financial Planner
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

Minneapolis

Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Gallatin

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advisor showing client private market trends with graphs and visualizations
Market Commentary

How We Think About the Risks of Private Markets Investing: Insights From Our CIO

July 18, 2025

Investing

Options To Consider With Vesting Restricted Stock Units (RSUs)

July 17, 2025

Taxes

Evaluating Benefits of Outsourced Chief Investment Officers (OCIOs)

July 16, 2025

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