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.

Northeast
Midwest
Southeast
Southwest
West

Search results for:

Stephanie Moersfelder, CFP®

Sr. Financial Planner
Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Hans Doorn, CPA

Director, Tax Services

Lucas Verstegen

Sr. Tax Manager

Ready to get started?

Mercer Advisors Team