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.

Stefan Madaffari

Relationship Manager

Stephanie Bennett

Relationship Manager

Sue Ross-Wentworth

Relationship Manager

Summer Miles operations manager

Summer Miles, Sr. Client Service Specialist

Sr. Client Service Specialist

Susan Feiste

Manager, National Client Service

Suzanne Guzaitis

Relationship Manager

Suzanne Randolph

Manager, Client Service

Cincinnati, Westerville

Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Tami Leffingwell

Manager, Client Service

Tamieka Bonner

Relationship Manager

Tammi Robinson

Account Manager

Tammy Goad - Sr Client Service Specialist

Tammy Goad

Sr. Client Service Specialist

Tangie Chen

Relationship Manager

T Thomasson

Tanya Thomasson, CFP®

Sr. Director, Client Service — Regis Group & Private Markets

Tavia Williams - Client Service Specialist

Tavia Williams

Client Service Specialist

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

Theresa Nichols

Theresa Nichols

Client Service Specialist

Theresia Reid - Sr Client Service Specialist

Theresia Reid

Sr. Client Service Specialist

Thomas Baillie

Relationship Manager

Ready to get started?

Mercer Advisors Team

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