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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Yasmin McLocklin

Yasmin McLocklin

Sr. Client Service Specialist

Yvette Angora

Lead Account Operations Specialist

Zach Butler

Zach Butler

Client Service Specialist

Denver – Greenwood Village, Denver

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota, Naples – Downtown

Zhanar Jerew

Client Service Specialist

San Diego – Sorrento Valley

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning

Abby Fisher Photo

Abby Crother, CFP®

Financial Planner

Adam Marczewski

Financial Planner

Adam Stanowick Image

Adam Stanowick, CFP®

Director, Financial Planning

Alejandro H. Aguilar, MBA, CFA

Sr. Financial Planner

Alexander Ornes

Financial Planner

Alexandra Mendoza, CFP^®

Manager, Financial Planner

Alexis Scott

Alexis Wilkinson

Financial Planner

Amanda Caster

Amanda Caster, CFP®, CDFA®

Manager, Sr. Financial Planner

Amy Boyd, CFP®

Sr. Financial Planner

Anthony Welle, CFP®, AFFP®

Sr. Financial Planner

Austin Jamati, CFP®, CPA

Financial Planner

Ben Laubach

Financial Planner

Brandon Capicotto

Brandon Capicotto

Wealth Strategist

Brandon White-Szep

Financial Planner

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Mercer Advisors Team

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