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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Benjamin Faulkner - Sr. Estate Planning Strategist

Benjamin Faulkner, JD

Sr. Estate Planning Strategist
Bobby-DeMarco

Bobby DeMarco, J.D.

Estate Planning Strategist

Brianna Becker

Manager, Estate Planning Strategist

Brianna Martin

Estate Planning Service Specialist

Casey Simpkins

Estate Planning Service Specialist

Chantal Kaelbel

Estate Planning Strategist

Chelsea Manocchi, J.D.

Manager, Sr. Estate Planning Strategist

Christina McVey

Sr. Estate Planning Service Specialist
Christopher Varney

Christopher Varney, J.D.

Sr. Estate Planning Strategist

Colleen Biver

Estate Planning Strategist
Dani Prorok - Estate Planning Service Specialist

Dani Prorok

Estate Planning Service Specialist

Danielle Read

Estate Planning Service Specialist

David Money

Sr. Estate Planning Strategist

Elisabeth Fiala

Sr. Estate Planning Service Specialist
Emma Osborne

Emma Osborne, J.D., LL.M.

Estate Planning Director

Erica Resto

Estate Planning Service Specialist

Evan Fingert

Estate Planning Strategist

Flora Novick, CFP®, JD

Sr. Estate Planning Strategist

Florencia Marconetti

Estate Planning Service Specialist

Gabriella Bitar, J.D.

Estate Planning Strategist
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Mercer Advisors Team

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