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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Steve Scothorn

Steve Scothorn

Director of Insurance Solutions

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

Paul Haines

Sr. Director, Tax Wealth Expansion

Scottsdale

Ty 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

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Mercer Advisors Team

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