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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Narai Henderson

Client Service Specialist

Owings Mills

Nathan Schams

Client Service Specialist

Onalaska

Mercer Advisor Logo

Nathan Touchberry

Client Service Specialist

Atlanta

Nicholas Gargiulo, CFS

Relationship Manager

Manasquan

Nicholas Kneibert headshot

Nicholas Kneibert

Financial Planner

Denver

Nicholas Seaquist

Client Service Specialist

Denver

Nick Gomez

Nick Gomez

Client Service Specialist

Newport Beach

Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist

Fort Collins

Owen Good headshot

Owen Good

Relationship Manager

Walnut Creek

Pamela Brown

Pamela Brown

Client Service Specialist

Newport Beach

Patricia (Patsy) Goodrich

National Client Service Specialist
Patrick Bacon

Patrick Bacon

Client Service Specialist

Fairport

Paul Gustafson

Paul Gustafson

Client Service Specialist

Asheville

Phuong Tran

Relationship Manager

San Francisco

Piper Baker

Piper Baker

National Client Service Specialist

Scottsdale, Portland – South, Bellevue, Portland

Rachel-Gandham

Rachel Gandham

Client Service Specialist

Lexington, Louisville

Rasheed Jarmon

Client Service Specialist

Radnor

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Family & Health

Retirement Trusts for Beneficiaries with Special Needs

April 22, 2026

Women & Wealth

Exit Planning for Women Business Owners

April 21, 2026

Tax Planning

Washington Estate Tax Rates Roll Back in 2026

April 13, 2026

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