Paul began working in financial services in 1993, founding Mallard Asset Management, which became Mallard Financial Partners in 1996 and was acquired by Mercer Advisors in 2023. Paul grew up in Bel Air, MD, and received his B.S. from the University of Delaware and his M.S. from Villanova University. He has earned Chartered Financial Analyst® and Certified Financial Planner™ certifications. He and his wife live in Newark near their son and daughter-in-law. Paul served as a Delaware State Representative from 2012 to 2024; co-vice chair of the Retiree Health Benefits Advisory Subcommittee of the State Employee Benefits Committee; Delaware’s Open Space Council; Commissioner for the Newark Housing Authority from 2010 to 2012; and on the board of the Coalition for a Safer Delaware since 2014.

Susan has been a financial advisor for over 16 years, following a career in education. She brings her teaching background to the financial planning experience. She enjoys the one-on-one interaction with clients where she can help clients better understand the various aspects of planning for the future, regardless of where they are starting today. Together, with her clients, Susan builds dynamic plans that adjust as the client’s life circumstances change. Susan received her bachelor’s degree in education from Towson University and her MBA from Loyola University Maryland. Susan is a long-time resident of Harford County, Maryland, residing just outside of Havre de Grace. She enjoys swimming, reading and biking.

Sean is passionate about connecting with individuals, learning their passions, and guiding them through effective financial planning. By understanding people’s unique goals and challenges, Sean can empower them to pursue their dreams confidently. Sean began his career in financial services at an early age, working for his father’s independent financial planning practice. He has also worked at Merrill Lynch and Mallard Financial Partners. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in finance and economics from West Chester University. Sean lives in West Chester with his wife, daughter, and two sphynx cats. Sean is an avid coffee drinker and loves to cook. He enjoys soccer, surfing, snowboarding, golfing, and drawing. He’s a volunteer soccer coach with the Special Olympics of Delaware County.

Chris has been in the financial services industry since 2009, working at Mallard Financial Partners before it was acquired by Mercer Advisors in 2023. As a client service specialist, she has a passion for delivering exceptional customer experiences by building meaningful connections and seamless communication. In her spare time, Chris enjoys playing pickleball, biking, hiking, and spending time with her family and friends.

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.