Mercer Advisors

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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Evgenii Shtrikov

Financial Planner
Federico Avendano - Financial Planner

Federico Avendano

Wealth Strategist
Grant Wilson

Grant Wilson

Manager, Wealth Strategist
Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Onalaska

Harrison Vogel

Financial Planner

New York

Israel Cruz

Israel Cruz

Sr. Financial Planner

Jacob Cedor

Financial Planner

Woodbridge

Jarrod Brock

Financial Planner

Rockwall

Jefferson Stiles

Financial Planner
Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group

McLean

Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Wealth Strategist, Ascend
Jonathan Howard

Jonathan Howard

Portfolio Consultant

Eagle

Joseph Luciano

Financial Planner

Tampa

Josh Johnson

Financial Planner

Jacksonville

Joshua Price

Financial Planner
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Mercer Advisors Team

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