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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West: Oregon
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Stephanie Moersfelder, CFP®

Sr. Financial Planner

Bend

Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Portland – South

Hans Doorn, CPA

Director, Tax Services

Bend, Bend – Downtown

Lucas Verstegen

Sr. Tax Manager

Portland

Nikki Ivins

Sr. Client Development Associate

Portland, Portland – South

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

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Mercer Advisors Team

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