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.

Hayley Block, MBA

Executive Managing Partner, Wealth Operations and Experience

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Joshua DeForest

Josh DeForest, CFA®, CFP®

Executive Managing Partner, Head of Client Delivery

Josh Gustafson

Josh Gustafson

Executive Managing Partner

Denver, Scottsdale, Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village, Colorado Springs

Martine Lellis, CPA, CFP®

Executive Managing Partner, M&A Partner Development

Shawn Kim

Director, Business Transitions

Ted Motheral - Principal, M&A Partner Development

Ted Motheral, JD, MBA

Executive Managing Partner, M&A Partner Development

Will Mannon

Will Mannon

Executive Managing Partner

Drew Ellis

Director, Institutional Partnerships

Elli Sharef

Head of Philanthropic Services

Tunia Mycyk, AIF® CRPS®

Vice President, Institutional Client Development

Alex Moore

Alex Moore, CFA, CPA

Vice President, M&A Partner Development

Austin Minor

Austin Minor

Sr. Director, Partner Success

Fairport, Old Lyme, West Hartford, Westport, Woodbridge, Lake Placid, Nashua

Carrie Ohm

VP, M&A Partner Development

Greg Mayes Image

Greg Mayes

Vice President, M&A Partner Development

Joe Pellizzari, CFP®

Vice President, M&A Partner Development

Kate Shackleton

Executive Managing Partner, Head of New Partner Success

Randy Magdaluyo

Randy Magdaluyo

Vice President, M&A Program Management

Ready to get started?

Mercer Advisors Team

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