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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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

Associate Regional Vice President

Scottsdale

Dylan Audsley

Client Development Associate
E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

Emily Sipes

Emily Sipes, CFP®

Sr. Client Development Associate

Ethan Klie

Client Dev Associate
F Xuereb

Fred Xuereb

Sr. Client Development Associate

Walnut Creek

Jackie Steczkowski

Regional Sales Associate

Westport

Jacques Jagr

Sr. Client Development Associate

Boulder

James Bondar

Client Development Associate

Chicago

James Werner

James Werner

Sr. Manager, Client Development Associate

Fairport, New York

Jenna Taylor

Client Development Associate

Atlanta

Jesse Frehling, AIF®

Regional Vice President

New York

Maxwell Photo

Kimberly Maxwell

Associate Vice President

Atlanta

Lacy Hartzler

Sr. Client Development Associate

Atlanta

Marzena Hanekv

Marzena Hanek

Client Development Associate

Schaumburg

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Mercer Advisors Team

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