Ian is passionate about helping clients with streamlining their finances so they do not have to worry about money. He believes investment management is important but does not mean much without a financial plan. When he started taking care of his ailing grandparents, he recognized the value of having an advisor oversee investments, taxes, estate planning, insurance, and more, which led him to earn a bachelor’s degree in finance from Virginia Tech in 2010 and obtained his CFA® charter certification in 2015. At his former firm, HCO Private Wealth, he worked his way up to managing partner before the firm was acquired by Mercer Advisors in 2022. Outside of work, Ian enjoys spending time with his wife and two children, woodworking, and gardening.

Tyler helps clients alleviate worry about growing and protecting their wealth. Through integrated planning that encompasses navigating markets, taxes, estate planning, and more, Tyler has established himself as a trusted advisor to families seeking financial freedom. His career started in institutional investment research before a desire to build deeper client connections led him to private wealth management. Tyler is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and graduate of Morehead State University, where he captained the golf team and majored in Finance. Outside of the office, Tyler enjoys traveling with his wife, golfing, and watching college sports.

Joseph began his career in finance in 2004. As a managing director for the mid-Atlantic markets, he oversees six wealth management offices and serves as a member of both the senior leadership team and the Mercer Advisors investment committee. Prior to joining Mercer Advisors, he worked at Merrill Lynch as a portfolio manager and senior wealth advisor. Joseph holds dual master’s degrees in finance and business management from Johns Hopkins University and is a CERTIFIED FINANCIAL PLANNER™ Professional. Joseph lives in Alexandria, Virginia with his wife and three children.

Lisa has worked in financial services for over 25 years. After working for a national firm, she assisted the founding partner of HCO Private Wealth with launching the firm in 2009. Lisa played an integral role throughout her tenure with HCO, helping the firm grow six-fold before its merger with Mercer Advisors in July of 2022. She enjoys building personal and business relationships with clients, and her experience is invaluable when it comes to resolving more complex operational and client issues. Lisa is now responsible for the Roanoke office’s daily operations, account administration, and client servicing. Lisa obtained her bachelor’s degree from Radford University. Outside of Mercer Advisors, she enjoys traveling with her family, the outdoors, and spending time with her son and dog.