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.

Helen Berlin

Client Service Specialist

Ian Smith - Client Service Specialist

Ian Smith

Client Service Specialist

LA-Century City

Isabel-Brewster

Isabel Brewster

Client Service Specialist

Boulder, Denver

Isaiah Awe

Client Service Specialist

Ivan Lopez Colon

Ivan Lopez Colon

Sr. Client Service Specialist

Jack Rumohr

Client Service Specialist

Jaclyn Aragon

Relationship Manager

Jacob Lynch

Wealth Strategist

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Jahyra Robinson

Service Operations Associate

Jake Ratana

Service Operations Associate

Janice Donovan

Sr. Client Service Specialist

Jann Leonard

Service Operations Associate

Jared Greenberger, WMS™

Service Operations Associate

Jasmine Honda

Client Service Specialist

Jefferson Bell, FPQP®

Relationship Manager

Jen Montero, FPQP™

Sr. Client Service Specialist

J Mignone

Jesse Mignone

Manager, Client Service

Melville, New York

Jessica Livingston

Sr. Client Service Specialist

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Mercer Advisors Team

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