Tom specializes in the areas of investment management, retirement plan design, and personal financial planning. He began his career in the wealth management industry in 1998. Tom graduated with a degree in Economics from DePaul University in Chicago and holds the FINRA Series 66 License. He Joined Mercer Advisors as a financial advisor and held several positions before his current role as a Sr. Wealth Advisor. Tom, his wife Laura, and their two children reside in Gilberts, Illinois, and enjoy biking, tennis, and movies.

Lauren cares deeply for her clients and enjoys providing comprehensive financial plans to guide them to their goals. She is a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years' experience as a financial advisor, after having earned her master's degree in industrial/ organizational psychology. Lauren lives in Libertyville, Illinois, with her husband, Eric and their four children - Blake, Aubreigh, Adelaide, and Amelia. Most recently, they welcomed Oliver, a goldendoodle puppy, to complete their family. In her spare time, Lauren enjoys jiu jitsu, stand-up paddleboarding, ice-skating, reading, and volunteering at her children's school.

Carin began her financial services career in 1999. Prior to joining Mercer Advisors, she worked in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. It was at CCP Inc., the fee-only financial planning firm that her mother had founded, that Carin’s passion for financial planning took root. Carin enjoys building personal relationships and developing financial plans that help individuals and families navigate their unique journeys towards their short- and long-term goals. She is a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). Carin graduated from the University of Notre Dame with degrees in Economics and French. She lives in the Chicago suburbs with her husband and their three children.

Steve started his career in financial services in 1997. Steve is a veteran in the industry having attained his CFP® certification while at Brown & Tedstrom in Denver, CO. He then joined USAA as a Financial Planner and held roles in executive management. In 2009, Steve became owner, President and Chief Compliance Officer of CCP, Inc. Steve has long held a passion for financial planning and portfolio management. That passion fuels a belief that strong relationships, thoughtful consideration and direct guidance can help our clients achieve success in their financial journey. Steve received his undergraduate degree from Indiana University and an MBA from DePaul University. Steve, his wife and three children reside in the suburbs of Chicago.

Alec began his financial services career in 2014 and joined Mercer Advisors in 2017. He graduated from Colorado State University with a Bachelor of Science degree in Finance. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. Alec is actively enrolled in the Yale School of Management program, Wealth Management Theory & Practice, which is the prerequisite for the Certified Private Wealth Advisor® designation. Alec specializes in creating strategies for business owners, planning for highly compensated professionals, and structuring tax strategies for clients in retirement. Alec enjoys spending time with his wife and their toddler son.

Grace joined Mercer Advisors after completing her Bachelor of Science degree in Personal Finance-Financial Planning from the University of Wisconsin–Madison. Prior to graduating, Grace held an internship at a boutique investment firm in Middleton, WI. She is a candidate for CFP® certification. In her free time, Grace enjoys traveling and enjoying the outdoors.

Marzena began her financial services career in 1998. Prior to joining Mercer Advisors, she gained valuable experience working with high-net-worth clients as an investment counselor at T. Rowe Price and an investment executive at MidAmerica Investment Services. Marzena graduated from The University of Illinois at Chicago with a Bachelor of Science degree in Finance and Marketing. She also holds the FINRA Series 65 license.

Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Walnut Creek, California with his family.

Dominic has a decade-long career in building comprehensive financial plans for high-net-worth families, small businesses, and trusts. As Regional Vice President, Dominic is responsible for introducing new and prospective clients to Mercer Advisors. Prior to joining the team, he served as the director of wealth management at a national RIA, assisting with its expansion efforts in the Chicagoland area. Dominic earned a bachelor's degree in economics at Illinois State University and an MBA from the University of Notre Dame. He holds the CFP® certification in addition to a FINRA Series 65 license. Dominic lives in Geneva, Illinois, with his wife and their golden retriever, and he stays active in the community through the Notre Dame Club of Aurora/Fox Valley.

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.