Mike helps clients to be confident in their decisions by fully explaining financial principles in understandable terms. He joined Mercer Advisors in 2023, when the firm he co-founded in 2009, Andesa Financial Management, Inc., joined Mercer Advisors. At Andesa, Mike was primarily responsible for client relationship management and business growth and development. He also oversaw the Financial Planning Operations of the firm. Prior to founding Andesa Financial Management, Mike was a Senior Vice President with Wachovia Bank in the trust and wealth management division. Mike received his bachelor's degree in religion from Bucknell University. He is a member of the Financial Planning Association and the Lehigh Valley Estate Planning Council and is extremely active at Grace Church Bethlehem, He is a bad golfer, a decent gardener, and fairly good at shooting sporting clays. He and his wife, Erica, live in Saucon Valley with their two children.

Paul has spent his career helping families navigate the financial and investment landscape and plan for all the important milestones in their lives. His approach to working with clients can be embodied by the ideals of Stewardship, Partnership, and Service, which he views as core tenants for both his professional and personal life.

As one of the founding partners of his prior firm, Andesa Financial Management, Paul is a committed professional, having earned the CFA®, certification, which is one of premiere professional credentials within the global investment community. Additionally, Paul is a CFP® professional and dedicated to the integration of financial planning and portfolio construction.

Paul is a native of the Lehigh Valley in Pennsylvania. He attended the Pennsylvania State University, where he received a bachelor’s in economics and political science. Paul lives in Macungie with his wife, Melissa, and their two daughters. He is a member of the St. Thomas More Catholic Church and is involved with several non-profit organizations as a director, including the Boys & Girls Club of Allentown, the Boys & Girls Club of Allentown Foundation, and Priority One Foundation. Consistent with his core tenants, Paul and Melissa believe that being engaged and constructive members of their community is both a privilege and responsibility.

Outside the office, Paul enjoys spending time with his family, reading, and watching almost anything related to Philadelphia sports and Penn State athletics. One of his true joys is watching his daughters dance and grow musically and theatrically. His family has Penn State football season tickets and Paul loves sharing the experience with his friends and family.

As a CERTIFIED FINANCIAL PLANNER™ professional, Kelly is committed to earning the trust of her clients by addressing the areas of most importance to them and their families. With a goal-oriented approach and focus on ensuring clients have the clear, comprehensive information and context needed to help make the best decisions for themselves and their families, Kelly serves as an ongoing partner by providing thorough advice and a customized investment management approach that is informed by the continued financial planning work completed with clients. Kelly crafts each financial plan around clients’ true priorities in life, as wealth management is much more than managing a client’s portfolio.

Prior to becoming a wealth advisor, Kelly served as a Senior Account Executive at BSI Corporate Benefits, LLC. where she specialized in driving key growth initiatives and consulting with mid-market and large employer groups on their employee benefit offerings.

Kelly is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Kelly holds a CERTIFIED FINANCIAL PLANNER™ certification and active Series 65, Accident, Health, Life & Fixed Annuity licenses.

Outside of the office, Kelly enjoys working out, traveling with her husband, spending time with her family and watching college football.

Jeniffer strives to provide exceptional client service and takes pride in the long-lasting relationships she has been able to build with clients over the years. She began her career in financial services in 2006 and was with Andesa Financial Management for 8 years prior to joining Mercer. While at Andesa, she was the first point of contact for clients and worked closely with her team on a variety of activities. Jeniffer understands the importance of continuing education and has held numerous certifications over her career. Outside of the office, Jeniffer enjoys traveling, gardening, spending time with her friends, family and her pup, Ryelan.

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.