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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Jordan Chambers-Blair

Service Operations Associate

Dallas – Park Cities

Jordan Shivery

Client Service Specialist

Hunt Valley

Jory Tracy headshot

Jory Tracy

Client Service Specialist

Ann Arbor

Jose Donayre

Service Operations Associate

Sun Valley, Boise, Boise – Downtown, Eagle

Jose Garcia

Sr. Client Service Specialist

Boca Raton

Joseph Leemon

Client Service Specialist

Troy

Josh Davis, CFP®

Wealth Strategist

Portage

Joshua Block

Wealth Strategist
Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Sr. 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, Denver

Kaitlynn Lopez

Client Service Specialist

Madison

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

Roseville

Karin Osofsky - Client Service Specialist

Karin Osofsky

Relationship Manager

Asheville

Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Oklahoma City

Katherine (Katy) Cordeiro

Client Service Specialist
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Mercer Advisors Team

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