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
Southwest
West
Merideth Gillis

Merideth Gillis

Client Service Specialist
Merritt McMahon

Merritt McMahon

Client Service Specialist

Mia Boteler

Client Service Specialist

Michael O’Brien

Financial Planner
Michelle Schrag headshot

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Michon McCabe

Client Service Specialist

Mikayla Ploof

Client Service Specialist
Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Minh Tu Vo

Client Service Specialist

Miranda Nusbaum

Sr. Client Service Specialist
Morgan-Barnwell

Morgan Barnwell

Client Service Specialist

Mychelle Malveaux

Client Service Specialist
Nadege Maximin-Fiester headshot

Nadege Maximin-Fiester

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Narai Henderson

Client Service Specialist

Nathan Schams

Client Service Specialist
Mercer Advisor Logo

Nathan Touchberry

Client Service Specialist
Nicholas Kneibert headshot

Nicholas Kneibert

Financial Planner

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