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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Tom Lacock headshot

Tom Lacock

Sr. Tax Manager
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
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
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Mercer Advisors Team

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