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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Michael Sohmer

Sr. Director, Trust Services

Atlanta

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Nicholas Semko

Nicholas Semko, CFP®, CRPC®, CMFC®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

William Tyrone Smith

Managing Director, Community Client Development

Atlanta

Adam Lee, CFP®

Sr. Vice President

Atlanta

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

Jamie Mitchell

Associate Vice President, Client Development
T Kallas

Tim Kallas

Sr. Vice President

Walnut Creek

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Bora Yucekul

Client Development Associate

Walnut Creek

Dakota Endres

Dakota Endres

Regional Vice President

Scottsdale

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Mercer Advisors Team

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