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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Rebecca Upton

Financial Planner

Ryan Jones, CFP®

Financial Planner

Michael Sohmer

Sr. Director, Trust Services

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

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Mercer Advisors Team

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Retirement

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

August 26, 2026

Work & Business

Beyond Business Growth: Wealth Planning for Women Founders

August 19, 2026

Estate Planning

Illinois Estate Tax: What High-Net-Worth Families Need To Know

August 17, 2026

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