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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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

Richard Weyers

Richard W. Weyers, CFP^®

VP, M&A Integration

Casey-Dever

Casey Dever

Operations Specialist

Lexington, Louisville

Erin Olsen

Director, Partner Integration

Obed Garcia, AIF®, CPFA®

Retirement Plan Specialist

Andréa-Royster

Andréa Royster

Retirement Plan Specialist

Courtney Clifford

Retirement Planning Specialist

Courtney Foley

Sr. Retirement Plan Manager

Emily Ferrazzo

Emily Ferrazzo, QKA®, CPFA®

Retirement Plan Manager

Kelly Ranck

Retirement Plan Specialist

Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Tracey Kirksey

Retirement Plan Specialist

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Mercer Advisors Team

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