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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David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Dennis Jablonoski, AIF®, CRPS℠, CPFA®

Wealth Advisor

Cherry Hill, Radnor

Dionisio Meneses

Dionisio Meneses, Jr., CFP®

Wealth Advisor

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Douglas Watts, CFP®, ChFC®, CIMA®, RMA®

Wealth Advisor

Dovid Price, CFP®

Sr. Wealth Advisor

Drew Harper

Drew Harper, CFA®, CFP®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Duncan MacDougall, CFP®

Wealth Advisor

Dustin C. Stiefel

Sr. Wealth Advisor

Fort Worth – Colleyville

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Eric Anderson, CFP^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, Westport, West Hartford, Peabody

Eric Frampton, MBA, CFP®

Wealth Advisor

Eric Schopf

Eric Schopf, MBA

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Ethan Matkin

Ethan G. Matkin

Wealth Advisor

Ethan Wallace, CPWA®, CFP®, EA

Sr. Wealth Advisor

Springfield, Leawood

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Evan Kennedy, CFP®

Wealth Advisor

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Mercer Advisors Team

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