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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Harrison Sedmak

Financial Planner

Denver

Henry Cox

Financial Planner

Jake Springer

Financial Planner

Bend

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

Jonathan Howard

Portfolio Consultant

Eagle

Josh Davis

Financial Planner

Portage

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Kristen Revis

Kristen Revis

Financial Planner

Asheville

Lindsay Stuart

Sr. Financial Planner

Portland

Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Bellevue

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Sr. Financial Planner

Minneapolis

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