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.

Northeast
Midwest
Southeast
Southwest
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Nita Taylor

Estate Planning Service Specialist

Riley Garrison

Estate Planning Service Specialist
Bryan Pirosko

Bryan J. Pirosko

Insurance Advisor
Martin-Kramar

Martin Kramar

Insurance Advisor

Rick Bennight

Insurance Advisor
Steve Scothorn

Steve Scothorn

Director of Insurance Solutions

Michael Sohmer

Sr. Director, Trust Services
Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development
Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

William Tyrone Smith

Managing Director, Community Client Development

Adam Lee, CFP®

Sr. Vice President
Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Jamie Mitchell

Associate Vice President, Client Development

Ready to get started?

Mercer Advisors Team