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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Lani Rusdiah

Sr. Tax Associate

Laura Carrasco

Manager, Tax Services

Lily Zhang

Tax Associate

Boston – West

Lina Burlaka, EA

Sr. Tax Associate

Woodland Hills

Lucas Verstegen

Sr. Tax Manager

Portland

Magdanny Jara

Sr. Tax Advisor

Maria Bannister

Sr. Tax Associate

Mario Tamasi

Sr. Manager, Tax Services

Marissa Kienzle

Sr. Tax Associate

Matt Stratman, EA

Sr. Tax Associate

Newport Beach

Matthew Malloy

Sr. Tax Associate

Matthew McCarthy, CPA®

Tax Manager

New York

Matthew O’Connor

Sr. Tax Associate

Matthew Truckner, AAMS, AWMA joined Mercer Advisors as a result of the acquisition of AL Hewitt.

Matthew Truckner, EA, AAMS®, AWMA®

Tax Manager

Atlanta

Melissa Gioielli

Sr. Tax Advisor

New York

Melissa Van Dusen, CPA

Sr. Tax Associate

Scottsdale

Michael Yang

Sr. Tax Associate

Roseville

Monica Wyse

Sr. Tax Associate

Monique Reyes

Manager, Tax Support

Woodland Hills

Nadine Collymore

Tax Associate

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