Bennet joined Mercer Advisors as part of the Regent Wealth Management acquisition. He was Managing Director at Regent Wealth where he focused on financial planning strategies and investment management. He previously worked at Wood Creek Capital/Barings, in their Alternative Investments and Real Assets Group. Prior to that he worked in the business assurance and advisory arm of PricewaterhouseCoopers. Bennet has a B.S. in Accounting from the University of Pretoria, South Africa, and an M.S. in Accounting from the University of Connecticut. He is a Chartered Financial Analyst (CFA^®) and a Certified Public Accountant (CPA). He has lived in many parts of the world and currently lives in Connecticut with his family.

Robert has spent over 25 years providing clients with comprehensive financial planning and investment advisory service. Rob joined Mercer Advisors from Benemark where he was the Co-Founder. Robert is committed to tailoring plans to reflect individual timeframes, personal objectives, and preferences. He emphasizes a customized wealth management approach with a focus on providing actionable asset allocation advice. Robert received a bachelor’s degree in Economics from Marquette University. He also completed the Investments and Wealth Institute’s Certified Private Wealth Advisor (CPWA®) program at the Yale School of Management. A resident of Fairfield, CT, Robert has a strong community commitment and is a supporter of various local and international charities. He most enjoys spending time with his wife Christina and their young son, traveling to new places and creating new life experiences.

Eric began his career in the financial services industry in 1996. Prior to joining Mercer Advisors, he worked at State Street Global Advisors, Morgan Stanley, and State Street Bank & Trust providing a broad array of financial services to both high-net-worth individuals and institutional clients. Most recently, Eric was a vice president/regional consultant at State Street Global Advisors. He graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management, holds the FINRA Series 66 License, and is a CERTIFIED FINANCIAL PLANNER^TM professional. Originally from the Hartford, CT area, Eric now resides in Massachusetts, with his wife and son. In his spare time, he enjoys relaxing with family and friends, walking the dog, and playing basketball.

With over 15 years’ experience in financial services, Nadia joined Mercer Advisors in January 2023. Before that, she worked as an advisor and a planner at several registered investment advisors and as a financial advisor at Merrill Lynch holding Series 66 securities license. She obtained her Bachelor of Science degree in business administration from the University of New Hampshire, her MBA from Bentley University, and her master’s in taxation from Northeastern University. She resides in Connecticut, where she enjoys sailing, running, and biking.

Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State – SUNY College of Technology with a bachelor’s degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.

For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He's a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.