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.

Kevin Shannon

Sr. Relationship Manager

Kimberly Eskelson

Relationship Manager

Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Kirk Fagot

Service Operations Associate

Korina Kaio-Maddox

Korina Kaio-Maddox

Sr. Manager, Client Service

Portland, Portland – South

Kris Prince

Kris Prince

Manager, Client Service

Krista Palakiko

Krista-Arlene Palakiko

Sr. Client Service Specialist

Kristina Gillis-Phelps

Kristina Gillis-Phelps

Client Service Specialist

LaShawn Jenkins

Sr. Client Service Specialist

Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

Laura Thompson

Sr. Director, Client Development

Austin, Bartlesville, Dallas – Park Cities, Houston, Ponca City, Covington

Lauren Schellhammer

Manager, Client Service

Lauren Zirtzman

Relationship Manager

Laurie Macielinski

Sr. Client Service Specialist

Portland – South

Leigh Edwards

Client Service Specialist

Lenda Sandoval

Manager, Client Service

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Lily Jackson

Client Service Specialist

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

West Des Moines

Lisa Butler, FPQP®

Manager, Client Service

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Mercer Advisors Team

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