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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Kara Dorothy

Kara Dorothy

Sr. Financial Planner

West Des Moines

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Kimberly Crawford

Sr. Operations Manager, Financial Planning

Kyler Carson

Financial Planner

Traverse City

Lanie Nosbisch

Financial Planner

Radnor

Libby Dahlberg

Financial Planner

Roseville

Luke Jackson, CFP®

Financial Planner

McLean

Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Bellevue

Madeline Longo - Sr. Financial Planner

Madeline Trettel, CFP®

Wealth Strategist, Ascend

Minneapolis

Madelyn Fritz

Financial Planner

Scottsdale

Maggie Segrave

Maggie Wagner, CFP®, CES™

Wealth Strategist, Ascend

Ann Arbor

Matt Najemy

Financial Planner

Boston – West

Michael O’Brien

Financial Planner

McLean

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Mercer Advisors Team

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