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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Southeast: Georgia

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Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Luana Savoreto Puglisi

Luana Puglisi

Manager, Client Service

Melissa Vance

Sr. Client Service Specialist

Michael Olmert

Relationship Manager

Necasio Ekelund

Relationship Manager

Ron Kibbe

Ron Kibbe, CFP®, CLU®, ChFC®

Sr. Partner, Client Development

Sana Alsalman

Sr. Client Service Specialist

Stacy Farinella

Relationship Manager

Tamieka Bonner

Relationship Manager

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Virginia Rutland

Client Service Specialist

Wesley Tagoe

Relationship Manager

Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS

Sr. Director, Financial Planning

Cameron Holt

Financial Planner

Camryn Norman

Camryn Norman, CFP®

Sr. Financial Planner

Rebecca Upton

Financial Planner

Ryan Jones, CFP®

Financial Planner

Sain Hassan, M.S.

Sr. Financial Planner

Matthew Truckner, AAMS, AWMA joined Mercer Advisors as a result of the acquisition of AL Hewitt.

Matthew Truckner, EA, AAMS®, AWMA®

Tax Manager

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Mercer Advisors Team

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