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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Maureen Enem

Client Development Associate

Houston

Max Brown

Max Brown

Client Service Specialist

Boulder

Meagan Blazier

Meagan Blazier

Client Service Specialist

Livonia

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Mehdi Fernando

Manager, Client Service

Scottsdale

Melissa Patenaude

Relationship Manager

Houston

Melissa Vance headshot

Melissa Vance

Sr. Client Service Specialist

Atlanta

Melody Manzanedo

Manager, Client Service

Walnut Creek

Meredith Bernberg

Client Service Specialist

Bellevue

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Mia Boteler

Client Service Specialist

Spokane

Michael O’Brien

Financial Planner

McLean

Michael Olmert

Relationship Manager

Atlanta

Michelle Schrag headshot

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Ann Arbor

Michon McCabe

Client Service Specialist

Portland – South

Mikayla Ploof

Client Service Specialist

Lake Placid

Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Santa Barbara

Miranda Nusbaum

Sr. Client Service Specialist

Bend, Bend – Downtown

Moises Juarez

Relationship Manager

Walnut Creek

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Family & Health

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May 14, 2026

Women & Wealth

Financial Independence for Women: A Long-Term Plan

May 13, 2026

Retirement

Estate Planning After the SECURE Act

May 12, 2026

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