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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Role: Executives

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Barbara Barreca

Client Service Specialist

Barbara Rishel, MBA

Sr. Wealth Advisor

Barry Cohen

Barry Cohen, CPA, CFP®, CIMA®, CPWA®

Sr. Wealth Advisor

Beck Santanella

Client Service Specialist

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Belinda Richardson

Belinda Richardson

RVP, Community

B Gyulambaryan

Ben Gyulambaryan, CFP®

Sr. Wealth Advisor

Ben Kautz

Ben Kautz, CFP®

Executive Managing Director

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Frisco, Denver – Greenwood Village

Benjamin Faulkner - Sr. Estate Planning Strategist

Benjamin Faulkner, JD

Sr. Estate Planning Strategist

BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager

Bennet Thonakkara, CPA®, CFA® joined Mercer Advisors via the acquisition of Regent Wealth Management Group, Inc.

Bennet Thonakkara, CPA, CFA^®

Sr. Wealth Advisor

Nashua, Woodbridge, Old Lyme, West Hartford, Westport, Peabody

Bernie Salamone, CPA, CFP®, JD

Sr. Wealth Advisor

Bettina Marchetto

Sr. Tax Manager

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Blake Parker

Financial Planner

Blanca Ceja

Sr. Client Service Specialist

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

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