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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Midwest
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Jullie Caniford

Sr. Tax Director

Kellie Mason

Sr. Tax Associate

Lani Rusdiah

Sr. Tax Associate
Laura Carrasco

Laura Carrasco

Manager, Tax Services

Lucas Verstegen

Sr. Tax Manager
Magdanny Jara

Magdanny Jara

Sr. Tax Advisor
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Maria Bannister

Sr. Tax Associate

Mario Tamasi

Sr. Manager, Tax Services
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Marissa Kienzle

Sr. Tax Associate

Matthew Malloy

Sr. Tax Associate

Matthew O’Connor

Sr. Tax Associate

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Mercer Advisors Team

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