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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Gabriella Lopez, J.D.

Estate Planning Strategist
Gabriella Pizzoferrato - Estate Planning Strategist

Gabriella Pizzoferrato

Estate Planning Strategist

Gurneet Takhar

Estate Planning Strategist

Heather Johnson

Estate Planning Service Specialist
James Johnstone - Sr. Estate Planning Strategist

James Johnstone, J.D., MBA

Sr. Estate Planning Strategist

Jasna Veledar

Director, Estate Planning

Jaydn David, J.D., LL.M.

Estate Planning Strategist
Jenna Elliott Photo

Jenna Elliott, JD, LL.M.

VP, Estate Planning

Julia McCoy

Sr. Estate Planning Service

Keelin Code

Estate Planning Service Specialist

Kelly Haffner, J.D.

Estate Planning Strategist

Lexi Markova

Estate Planning Service Specialist

Linda Adams

Estate Planning Service Specialist
Logan Baker headshot

Logan L. Baker, J.D., LL.M., MBA

Director, Wealth Strategy — Estate Planning
Marcela Carreon Headshot

Marcela Carreon

Sr. Estate Planning Service Specialist

Mary Grace McCartin, J.D.

Estate Planning Strategist

Megan Schulte-Hinnerichs, MBA

Estate Planning Service Specialist
Melinda Schlinsog

Melinda Schlinsog

Estate Planning Strategist

Mykayla Milchling

Estate Planning Service Specialist

Nicole Nicholson

Manager of Estate Planning Services

Ready to get started?

Mercer Advisors Team