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.

Northeast
Midwest
Southeast
Southwest
West

Connor Umbenhaur

Client Service Specialist

Daniel Morr

Senior Account Operations Specialist

David Hamilton

Lead Account Operations Specialist
Dawn Santeford headshot

Dawn Santeford

Client Service Specialist

Denise Cavanaugh

Client Service Specialist
D Rhodey

Denise Rhodey

Manager, Client Service

Derek DeMars

Client Service Specialist
Destiny Collins

Destiny Collins

Client Service Specialist

Devin DeStefano

Sr. Director, Client Relationship Expansion
Dominique-Langerman

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

Dylan Gross

Client Service Specialist

Eileen Swirsky

Client Service Specialist
E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate
Mercer Advisor Logo

Elizabeth Smith

Client Service Specialist

Eric Mallory

Client Service Specialist
Erica Lloyd

Erica Lloyd

Client Service Coordinator

Erin Larsen

Client Service Specialist

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Evan Jewett, MSF

Client Service Specialist

Fernando Baday

Client Service Specialist

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