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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Nadine Collymore

Tax Associate

Michael Sohmer

Sr. Director, Trust Services

Ty Smith

Managing Director, Community Client Development

Adam Lee, CFP®

Sr. Vice President

Jenna Taylor

Client Development Associate

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Kimberly Maxwell

Associate Vice President

Lacy Hartzler

Sr. Client Development Associate

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

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Mercer Advisors Team

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