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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All
Loading…

Matthew Crow

Managing Director, Channel Client Development

Newport Beach

Max Brown

Max Brown

Client Service Specialist

Boulder, Denver

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

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Mia Boteler

Client Service Specialist

Spokane

Michael Caponera

Assistant Account Manager

Indian Wells

Michael Olmert

Relationship Manager

Atlanta

Michon McCabe

Client Service Specialist

Portland – South

Mikayla Ploof

Relationship Manager

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

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Load More

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

Multicultural Family with Grandparents
Estate Planning

New York Estate Tax: What Families Need To Know

October 22, 2026

Retirement

What Are QLACs and Who Should Consider One?

October 15, 2026

Estate Planning

Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting

October 15, 2026

Continue Browsing