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
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Kimberly Crawford

Sr. Operations Manager, Financial Planning

Kyler Carson

Financial Planner

Lanie Nosbisch

Financial Planner

Libby Dahlberg

Financial Planner

Luke Jackson, CFP®

Financial Planner
Madeline Longo - Sr. Financial Planner

Madeline Trettel, CFP®

Wealth Strategist, Ascend

Madelyn Fritz

Financial Planner
Maggie Segrave

Maggie Wagner, CFP®, CES™

Wealth Strategist, Ascend

Matt Najemy

Financial Planner

Michael O’Brien

Financial Planner
Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Mike Martino

Financial Planner

Ready to get started?

Mercer Advisors Team