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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Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Hans Doorn, CPA

Director, Tax Services

Lucas Verstegen

Sr. Tax Manager

Nikki Ivins

Sr. Client Development Associate

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Mercer Advisors Team