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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West
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Norby Urena

Manager, Client Service

Morristown

Owen Good headshot

Owen Good

Relationship Manager, Regis

Walnut Creek

Pamela Brown

Pamela Brown

Client Service Specialist

Newport Beach

Parker Montgomery

Assistant Account Manager

Encino

Patricia (Patsy) Goodrich

Client Development Associate
Patrick Bacon

Patrick Bacon

Client Service Specialist

Fairport

Peter Frisell

Service Operations Associate

Santa Barbara

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

Rachel Kurniawan

Manager, Client Service

Rasheed Jarmon

Relationship Manager

Radnor

Rebecca Ehrhardt

Service Operations Associate

Westlake Village

Bekah Pusey

Rebekah Pusey

Client Service Specialist

Woodland Hills

Renalyn Benner headshot

Renalyn Benner

Sr. Client Service Specialist

Spokane

Renee Hickey

Relationship Manager

Portsmouth

Riley Baer

Riley Baer

Client Service Specialist

LA-Century City

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Mercer Advisors Team

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