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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Southwest
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West
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Andrew Caceres

Andrew Caceres, CPA

Sr. Manager, Tax Services

Anna Kovalev

Manager, Tax Services

Bettina Marchetto

Sr. Tax Manager
Brian Uribe

Brian Uribe

Sr. Tax Associate
Camilla-Wright

Camilla Wright

Sr. Tax Manager

Cory Barron

Senior Tax Associate
Daniel Epstein

Daniel Epstein, CPA, MBA

Sr. Director, Tax Services

David Maniola

Tax Manager
Debby Carson

Debby Carson

Sr. Manager, Tax Services

Denisse Mendez

Sr. Tax Associate
Eduardo Juarez Andrade

Eduardo Juarez Andrade

Tax Support Specialist
Irina Polyakova

Irina Polyakova, CPA

Sr. Tax Manager

Jennie Sulzer

Tax Director

Jennifer Jimenez

Tax Associate
Jennifer Rush

Jennifer Rush

Tax Associate
John Taylor

John Taylor

Tax Manager

Jonny Evans

Senior Tax Associate
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Personal Finance

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Market Commentary

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Investing

Options To Consider With Vesting Restricted Stock Units (RSUs)

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