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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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

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

Tyler Bauer - Sr. Financial Planner

Tyler Bauer, CFP®

Wealth Strategist

Victoria O’Tool

Financial Planner

Wil Brown

Financial Planner

Will Bridges

Financial Planner

William Harrigan

William (Irish) Harrigan

Financial Planner

William Flanders

Financial Planner

Austin, Houston

William Thompson - Manager, Sr. Financial Planner

William Thompson

Wealth Strategist

Zach Giltner, CFP®

Financial Planner

Zachery Wingate - Financial Planner

Zachery Wingate

Wealth Strategist

Zubin Shah, CFP®, MPAS, APMA

Financial Planner

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Mercer Advisors Team

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