Joseph began his career in wealth management in 2004. Prior to joining Mercer Advisors, he worked at Merrill Lynch Global Wealth and Investment Management as a senior wealth management and portfolio advisor. At Merrill Lynch, Joseph specialized in financial, estate, and investment planning for high-net-worth individuals and institutions. He holds dual Master’s degrees in Finance and Business Management from Johns Hopkins University. Joseph lives in Old Town Alexandria with his wife and two children.

Marcus joined Mercer Advisors after many years with Morgan Stanley, where he focused on multigeneration investment planning for families and small businesses. With a passion for financial education, Marcus partners with clients to ensure they have a deep level of comfort and clarity with their financial plan. Marcus is a Virginia native, and his connections to the state run very deep, as the business community there has recognized his family's significant leadership contributions for several generations. He's a graduate of the University of South Carolina, and he's a member of St. Paul's Episcopal Church in Richmond, where his wife serves as an associate rector. He's also involved with Junior Achievement of Central Virginia, the Patrick Henry School of Science and Arts, Firehouse Theatre, and the Monticello Association.

Melissa began her career in financial services in 2017 with Cobblestone Asset Management as a Client Services Associate and has a strong background in operations management. She received her bachelor's degree in Finance from Liberty University. As a Client Service Specialist, she serves as the first point of contact to answer general questions and is dedicated to assisting her team and clients in all aspects of client servicing including scheduling and helping to prepare for meetings, making general account updates, and handling money movement request. Outside of the office, Melissa enjoys spending time with her husband (Sean) and son (Parker), as well as enjoying some of Virginia's lakes and exercising.

Jody began her financial services career in 2002 with Prudential Financial as an Investment Associate. She is dedicated to assisting her team in all aspects of client services. She enjoys interacting with clients and helping them meet their short-term and long-term financial goals. Jody graduated from Radford University with a focus in Marketing. At Mercer Advisors, she is committed to maintaining strong client relationships and providing exceptional service.

Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients' lives and helping them enjoy the things that matter to them.