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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Role: Executives
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Christine Cataldo, CFP®, CRPS®

Chief Technology and Digital Officer
Dave Welling - CEO of Mercer Advisors

Dave Welling

Chief Executive Officer
Elizabeth Hoie

Elizabeth Hioe

Chief People Officer

Gary Foodim

Chief Marketing Officer
Gün Keresteci

Gün Keresteci

Chief Financial Officer
Josh Cogan

Josh Cogan

Chief of Staff
Kim Lorenz image

Kim Lorenz

Chief Compliance Officer
Loren Pierson

Loren Pierson, CFP®, MBA

Chief Operating Officer
Martine Lellis Headshot

Martine Lellis, CFP®, CPA, MBA

Principal, M&A Partner Development
Ted Motheral - Principal, M&A Partner Development

Ted Motheral, JD, MBA

Principal, M&A Partner Development
Alisa Maute

Alisa Maute

Executive Managing Director, Head of Client Development
David Oh

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

Hayley Block, MBA

Sr. Vice President of Wealth Operations and Experience

Schaumburg

Sean Miller - Sr. Director, People Operations

Sean Miller

Sr. Director, People Operations

Portage

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