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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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

Naphtalie Germain

Sr. Tax Associate

Woodbridge

Natasha Orozco

Tax Associate

Encino

Nicholas Cathcart, CPA, EA

Tax Manager

San Diego

Nicole Lai

Tax Manager

Woodland Hills

Patricia Hirata, CPA, JD

Sr. Director, Tax Services

Paul Petrosino

Tax Manager

Phil-Joseph Gellada, CPA

Sr. Tax Associate

San Diego

Pia Wolfe

Tax Associate

Woodland Hills

Robert Hudgens

Tax Manager

Rouba Khzam, CPA

Sr. Tax Associate

LA-Century City, Newport Beach

Samuel Vanadia

Tax Associate

Westerville

Sarah Bolen

Tax Manager

Stevan Downs

Sr. Manager, Tax Services

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