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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Tyler Schaefer

Sr. Manager, Client Development Associate

Charles Pastor, CFP®

Manager, Sr. Financial Planner
Jim-Bagnato

Jim Bagnato, CFP®, RICP®

Manager, Sr. Financial Planner
Nicholas Kneibert headshot

Nicholas Kneibert

Financial Planner
Logan Baker headshot

Logan L. Baker, J.D., LL.M., MBA

Director, Wealth Strategy — Estate Planning

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Mercer Advisors Team