Mercer Advisors

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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Steven Elliott, CPA, MST

Director, Wealth Strategy — Tax Planning

Houston

Steven Trinh

Tax Associate

Sunny Myung

Sr. Tax Associate

Taylor Stein

Sr. Tax Associate
Tom Lacock headshot

Tom Lacock

Sr. Tax Manager

Tyler Matthews

Sr. Tax Associate
Vicky Joo

Vicky Joo

Tax Manager

Wanyi Zhao

Sr. Tax Associate

Xiaoping Jiang

Tax Manager
Xin Zhu

Xin Zhu

Tax Manager

Yesenia Ramirez

Sr. Tax Associate

Yichao Mao

Sr. Tax Associate
Yuliia Das image

Yuliia Das

Sr. Tax Associate
Abigail Feldman

Abigail Feldman

Estate Planning Service Specialist

Ariane Uwase

Sr. Estate Planning Service Specialist

Ashley Felton

Manager, Sr. Estate Planning Strategist

Ashley Law

Estate Planning Service Specialist

Aurelia Morales

Estate Planning Service Specialist
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Mercer Advisors Team

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