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
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Valerie Glueck

Relationship Manager

Vickie Willard

Client Services Specialist

Victoria Mitchell

Relationship Manager

Virginia Cramp

Sr. Client Service Specialist

Virginia Rutland

Client Service Specialist

Wesley Tagoe

Relationship Manager
Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Yvette Angora

Lead Account Operations Specialist
Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning

Adam Marczewski

Financial Planner
Adam Stanowick Image

Adam Stanowick, CFP®

Director, Financial Planning

Alexander Ornes

Financial Planner

Ready to get started?

Mercer Advisors Team