Meet Your Team

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

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  • Advisors & Planners
  • Estate & Tax Planning
  • Leadership

Brian Abatemarco

Regional Sales Associate

John Abrahamson

Principal Emeritus

Adela Africano

Client Associate

Kenneth Ajello

Client Associate

Greg Alger

Unique Asset Manager

Linda S. Ames Lyons

Financial Planner and Assistant Branch Manager

Eric Anderson

Client Advisor

Stephanie Anderson

Client Advisor

Bobby Arenivas

Financial Planner

David Askew

Client Advisor

Daniel Aulicino

Client Advisor

Jennifer Baick

Client Advisor

Logan L. Baker

Estate Planning Attorney

Rick Baran

Client Advisor

Linda Barcheski

Client Administrator

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

David Barton

Vice Chairman, M&A Leader

Brooke Bees

Client Advisor and Branch Manager

Bill Berg

Senior Vice President, Senior Portfolio Manager

Sheryl Berkowitz

Branch Financial Associate

Bryan Bielawski

Client Advisor

Jamie Block

Client Advisor

John T. Bresnahan

Portfolio Manager

Chuck Breuch

Client Advisor

Alexis Bustillos

Legal Assistant

Andrew Caceres

Senior Tax Advisor

Chanelle Caguin

Client Associate

Yisen Cai

Client Advisor and Tax Advisor

Donald Calcagni

Chief Investment Officer

Nicholas Campbell

Client Advisor

Brandon Capicotto

Client Associate

Heather Jenkins Capps

Financial Planner

Laura Carrasco

Tax Manager

Jessica Caruso

Client Advisor and Branch Manager

Alexandra Chambers

Estate Planning Attorney

Edzai Chimedza

Client Administrator

Angel Colon

Client Advisor

Laura Combs

Client Advisor and Regional Director

Matt Cook

Client Advisor and Branch Manager

Tammy Cooper

Financial Planner

Lisa Corboy

Client Administrator

Nancy Coumou

Client Advisor

Jojo Cresci

Financial Planner

Andrew Crim

Client Associate

Laura Cuber

Client Advisor

Christopher Currin

Client Advisor

Jenna Dana

Lead Estate Planning Attorney

Ann de Zeeuw

Client Administrator

Josh DeForest

Client Advisor and Regional Director

Bonnie Dekrey

Administrative Assistant

Elizabeth B. deSousa

Client Advisor

David DeVita

Client Advisor

Kevin Dillon

Regional Vice President

Justin Do

Client Associate

Mark Doran

Senior Tax Director

Michael T. Doran

Client Associate

Stevan Downs

Tax Advisor

Alexander Doyle

Client Associate

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Jessica Duxstad

Client Associate

John Eckel

Client Advisor, Area Manager

Renée Egelski

Client Advisor

Samantha Elder

Director of Human Resources

Daniel Epstein

Tax Manager

G. Merrick Estes, Jr.

Regional Vice President

Susan Evans

Client Associate

Doug Fabian

Executive Vice President

Devin Farrow

Regional Vice President

Rocio Fitzgerald

Receptionist

Geoffrey Franklin

Financial Planner

Danielle Frazier

Client Associate

Michael J. Freiling

Client Advisor

Mendim Gecaj

Financial Planner

Jacob Gee

Client Administrator

William Geisz

Client Associate

Karen German

Administrative Assistant

Douglas Gilbert

Regional Vice President

Merideth Gillis

Client Administrator

Vince R. Gimarelli

Managing Director

Melissa Gioielli

Tax Associate

Nicole Gobel

Client Advisor

Linnea Goebel

Legal Administrator

Chris Graf

Regional Vice President

Marsha Grant

Administrative Assistant

Pamela Greene

Client Associate

Melanie Guhit

Financial Planner

Fanny Guo

Client Advisor

Josh Gustafson

Head of Client Service

Ben Gyulambaryan

Client Associate

George E. Haas

Client Advisor

Claire Hahn

Client Associate

David Haman

Client Advisor

Marzena Hanek

Client Associate

Matt Hartloff

Client Associate

Ross Hasek

Client Associate

Jesse Haverstock

Client Advisor

Catherine Heimer

Client Administrator

Joseph Henry

Regional Vice President

Lisa Hensley

Client Associate

Carlos Hernandez

Financial Planner

Tom Herzing

Client Advisor

Judith Hirotaka

Client Advisor

Sarah Howard

Client Associate

Li Huang

Client Associate

Nancy R. Hudak

Client Associate

Barry Hyman

Vice President, FIM Group

Peter Ip

Senior Vice President and Relationship Manager

Kevin Jack

Client Advisor and Regional Director

Rodney James

Vice President and Relationship Manager

Magdanny Jara

Tax Advisor

Michael W. Johns

Client Advisor

Katasha Jones

Tax Administrator

Renée Judycki

Client Advisor

Jeff Kacal

Managing Director

Korina Kaio-Maddox

Client Administrator

Drew Kanaly

Relationship Manager and Chairman Emeritus Kanaly Trust

Jeff Katz

Regional Vice President

Ben Kautz

Managing Director

Thomas Keeney

Client Advisor

David Kerber

Client Advisor and Branch Manager

Kristen Kestel

Client Advisor

Ron Kibbe

Client Advisor

Sydney Kirkes

Client Associate

Stefani Kohler

Client Associate

Skyler Kraemer

Client Advisor

Alise Kraus

Client Advisor and Branch Manager

Pratik Kumar

Client Associate

Brandon Kurz

Financial Planner

Brett Landstrom

Client Advisor

Aaron Langston

Regional Vice President

Beth Lankford

Trust Administrator

Carl Larimore

Client Advisor

Harmon Laurin

Senior Vice President

Jaron Lee

Client Associate

Karen Lee

Chief Marketing and Strategy Officer

Becky Leslie

Client Administrator

Jeffrey Lokken

Client Advisor

Patti Lokken

Administrative Assistant

Laura Madariaga

Client Associate

Will Mannon

Head of Sales

Charlene Maruska

Client Administrator

Loretta McArdle

Administrative Assistant

Darcy McCallson

Client Advisor

Matthew McCarthy

Senior Tax Advisor

Alice McDermott

Client Advisor

William McNutt

Financial Planner

Kristen Meehan

Client Development Representative

Adis Mehic

Client Advisor

Emily Meier

Legal Assistant

Jesse Mignone

Client Associate

Brian Miller

Portfolio Analyst

Jeff Minc

Financial Planner

Glen Minton

Regional Vice President

Jonathan Mitchell

Client Advisor

Sandra Mitchell

Client Associate

Susan Monaghan

Financial Planner

Alec Montoya

Client Associate

Nicole Mosley

Client Associate

Dean R. Murray

Client Advisor and Branch Manager

Patricia Nagle

Client Service Manager

Geoff Nelson

Regional Vice President

William Nelson

Chief Compliance Officer and Deputy General Counsel

Sandra L. Nesbit

Managing Director

Andrew Neville

Estate Planning Attorney

Barry Newman

Senior Tax Director

Marc A. Normann

Regional Vice President

Madeline I. Noveck

Client Advisor

William Nugent

Regional Vice President

Amanda O’Sullivan

Client Administrator

Kelly Palmer

Client Advisor

Jesse J. Pantano

Regional Vice President

Brian Picariello

Senior Vice President, Client Advisor and Branch Manager

Frank Piccolo

Client Administrator

Loren Pierson

Chief Operating Officer

Susan A. Crawford Pilon

Client Advisor

Melissa Pinkerton

Client Advisor

Zach Pippin

Client Associate

Irina Polyakova

Tax Manager

Susan Portnoi

Client Advisor

Bryan Powers

Regional Vice President

Kerry J. Prazak

Regional Vice President

Paola Ramos

Financial Planner

Norinda Ray

Administrative Assistant

Brandi Redmond

Conference Center and Office Administrator

Denise Rhodey

Client Associate

Kseniya Ribeiro

Client Associate

Glen Rives

Financial Planner

Merry Rosadi

Legal Assistant

Shane Rowan

Tax Associate

Laura Rowley

Vice President and Relationship Manager

Kevin Russell

Client Advisor

Elisha Sanchez

Client Associate

Dane Sauer

Financial Planner

Maeve Schmid

Client Associate

Justin Scholljegerdes

Client Administrator

Lucas Schwaller

Client Advisor

Steven Schwartz

Client Advisor and Branch Manager

Emelyne Seh

Client Associate

Paul Seidman

Regional Vice President

Nicholas Semko

Managing Director

Justin Shane

Financial Planner

Cary Shaw

Client Associate

Matthew Shea

Senior Tax Advisor

Matthew W. Sheets

Client Advisor

John Silletto

Senior Portfolio Manager

Frances Smith

Financial Planner

Tyler Smith

Client Advisor

Javier Solis

Client Advisor

Michael Snider

Client Associate

Jason Sobolik

Client Advisor

Lawrence Solomon

Client Advisor

Adam Stanowick

Client Associate

Suzanne Stepan

Portfolio Manager

Paul Stetz

Managing Director

Tiffany Stokes

Client Associate

Jamie Stone

Client Advisor and Branch Manager

Doug Suhr

Regional Vice President

Brian Sullivan

Client Advisor and Branch Manager

Paul Sutherland

Executive Vice President

Phillip Swenson

Financial Planner

John Sullivan

Client Associate

Gregory V. Taylor

Regional Vice President

James Telfer

Client Experience Associate

LaShauna Thomas

Client Associate

Tanya Thomasson

Client Associate

Laura Thompson

Client Experience Manager

Brady Tice

Regional Sales Associate

James Todd

Client Advisor

Bethany VanDerMeid

Client Associate

Susan Travis

Client Advisor and Branch Manager

Tracey Turko

Client Advisor and Branch Manager

Emi Umezawa

Client Advisor

David Ventura

Client Associate

Karsten Voermann

Chief Financial Officer

Shala L. Walker

Financial Planner

Dave Welling

Chief Executive Officer

Avery Wenck

Client Associate

James Werner

Client Associate

Alexa Willis

Client Associate

Duncan Wilk

Regional Vice President

Gary Williams

Senior Vice President and Relationship Manager

Greg A. Willsey

Client Advisor and Branch Manager

Draysen Wilson

Client Administrator

Brandon Wissinger

Client Advisor

Yvonne Wood

Client Advisor

Timothy Wylder

Senior Vice President

Fred Xuereb

Client Associate

Joseph Young

Client Advisor and Branch Manager

Al Zdenek

Executive Vice President

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