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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Connie Fornberg

Client Service Specialist

Naples

Connor Umbenhaur

Service Operations Associate

San Diego

Cynthia Cagle

Relationship Manager

Houston

Daniel Reilly

Relationship Manager

Danielle Alfaro

Service Operations Associate

David Hamilton

Lead Account Operations Specialist

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

Denise Cavanaugh

Client Service Specialist

Boise, Boise – Downtown, Eagle

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

Derek DeMars

Client Service Specialist

Rockwall

Destiny Collins

Destiny Collins

Client Service Specialist

Woodland Hills

Dylan Gross

Client Service Specialist

Fairport

Eileen Swirsky

Client Service Specialist

Woodbridge

Emily Botyos

Relationship Manager

Morristown

Emily Paulus

Service Operations Associate

Columbus

Eric Mallory

Relationship Manager

Walnut Creek

Erica Bejvan

Service Operations Associate
Erica Lloyd

Erica Lloyd

Client Service Coordinator

Atlanta

Erin Baldwin, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

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Mercer Advisors Team

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