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.

Northeast
Midwest
Southeast
Southwest
West

Jennie Sulzer

Tax Director

Jennifer Jimenez

Tax Associate
Jennifer Rush

Jennifer Rush

Tax Associate
John Taylor

John Taylor

Tax Manager

Jonny Evans

Senior Tax Associate

Joshua Brookins

Tax Manager
Joshua Fitch

Joshua Fitch, EA

Tax Manager
Joy De Pasquale - Senior Tax Advisor

Joy De Pasquale, EA

Senior Tax Advisor
Mercer Advisor Logo

Julian Baxter

Sr. Tax Associate
Kara Pollock

Kara Pollock

Tax Support Specialist

Kara Sweet

Tax Manager
Karen Rosen

Karen Rosen, CPA, MST

Sr. Manager, Tax Services
Laura Carrasco

Laura Carrasco

Manager, Tax Services

Lavanda Malveaux

Tax Assistant
Lillian Halloran

Lillian Halloran

Tax Support Specialist

Lina Burlaka, EA

Sr. Tax Associate

Lucas Verstegen

Sr. Tax Manager
Magdanny Jara

Magdanny Jara

Sr. Tax Advisor

Maheshi Gammanpila

Sr. Tax Associate

Ready to get started?