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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Northeast
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Midwest
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Southeast
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Southwest
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West
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Jory Tracy headshot

Jory Tracy

Client Service Specialist

Ann Arbor

Jose Garcia

Sr. Client Service Specialist

Boca Raton

Joseph Leemon

Client Service Specialist

Troy

Josiah Taylor

Financial Planner

Santa Barbara

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Walnut Creek

Joy Kaczmarek

Joy Kaczmarek

Manager, Client Service

Schaumburg

Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Fort Collins

Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Kadin LaCross

Kadin LaCross

Client Service Specialist

Traverse City

Kaitlynn Lopez

Client Service Specialist

Madison

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

Roseville

Karin Fure

Sr. Client Service Specialist

Minneapolis

Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Asheville

Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Oklahoma City

Katherine (Katy) Cordeiro

Client Service Specialist

Kathryn Freid

Service Operations Associate

Thousand Oaks

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Webinars

Medicare Made Simple Webinar

May 8, 2026

Retirement

Electing Roth Treatment for Employer Retirement Plan Contributions

May 7, 2026

Trustee Services

What Is a Trust and When Do You Need One for Your Estate Plan?

May 6, 2026

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