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.

Monica Hernandez

Financial Planner

Austin, Houston

Naishee Shah, CFA, CFP®, MPAS, APMA

Financial Planner

Nathan Cha - Financial Planner

Nathan Cha, CFP®

Wealth Strategist

Nicholas Kneibert

Financial Planner

Nishant Mehta

Financial Planner

Dallas – Park Cities

Noah Hughes - Financial Planner

Noah Hughes, CFP®

Wealth Strategist

Oyinda Adefioye

Sr. Financial Planner

Rachel Roach, CFP®

Manager, Financial Planner

Rebecca Upton

Financial Planner

Rob Horwitz, CFP®

Sr. Financial Planner

Portland – SE

Russ Johnson

Russ Johnson, CFP®

Financial Planner

Ryan Jones, CFP®

Financial Planner

Sain Hassan

Sr. Financial Planner

Samantha Hoover - Client Service Specialist

Samantha Hoover, CFP®

Financial Planner

Dallas – Park Cities

Sara Bunyard

Financial Planner

Sharon Dahis

Financial Planner

Stephanie Moersfelder, CFP®

Sr. Financial Planner

Susy Todd

Sr. Financial Planner

Tammy Cooper

Tammy Cooper, CPA, CFP®

Sr. Financial Planner

Theresa Bedard

Theresa Bedard

Sr. Operations Manager, Financial Planning

Portland – South

Ready to get started?

Mercer Advisors Team

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