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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 PLANNER™ professionals, 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.

Kevin D. Lehinger

Client Advisor

Melanie J. Keiser

Client Advisor

Craig W. Hart

Client Advisor and Branch Manager

Todd E. Hagen

Regional Vice President

Erica J. Clark

Senior Client Associate

Aaron Langston

Wealth Advisor

Adam Lee

Client Advisor

Adam Stanowick

Associate Planner

Adela Africano

Client Service Specialist

Adis Mehic

Client Advisor

Al Zdenek

Executive Vice President

Alan C. Hewitt

Client Advisor

Alan E. Hewitt

Client Advisor and Branch Manager

Alan McKnight

Senior Client Advisor

Alan Weiss

Client Advisor and Principal Emeritus

Albert Barsanti

Financial Planner

Alec Montoya

Associate Wealth Advisor

Alex Kimura

Client Advisor and Branch Manager

Alexa Willis

Financial Planner

Alexander Baker

Client Service Specialist

Alexander Doyle

Associate Wealth Advisor

Alexis Bustillos

Legal Assistant

Alexis Scott

Client Service Specialist

Alice McDermott

Wealth Advisor

Amanda Caster

Client Service Specialist

Amanda O’Sullivan

Client Service Specialist

Amber Adams

Client Service Specialist

Amber Perez

Tax Assistant

Amy Ruffing

Client Service Specialist

Andrew Barnes

Client Advisor

Andrew Beck

Associate Regional Vice President

Andrew Caceres

Tax Manager

Andrew Crim

Associate Planner

Andrew Medders

Senior Client Advisor & Sales

Andrew Thompson

Vice President of Inside Sales

Angel Colon

Wealth Advisor

Angela Tucker

Operations Specialist

Ann de Zeeuw

Client Service Specialist

Ashlee Chu Hewitt

Tax Advisor

Austin Tanner

Client Associate

Barry Cohen

Associate Wealth Advisor

Barry Newman

Vice President, Senior Tax Advisor

Becky Leslie

Client Service Specialist

Ben Gyulambaryan

Associate Wealth Advisor

Ben Kautz

Managing Director

Bennet Thonakkara

Client Advisor and Branch Manager

Bernadette Mitchell

Client Service Specialist

Bethany VanDerMeid

Regional Sales Associate

Bill Berg

Senior Vice President, Senior Portfolio Manager

Bobby Arenivas

Associate Advisor

Bradley Anderson

Financial Planner

Brandon Capicotto

Client Service Specialist

Brandon Wissinger

Wealth Advisor

Brenda Garcia

Client Service Specialist

Brendan Reidy

Regional Vice President

Brett Landstrom

Wealth Advisor

Brian Abatemarco

Associate Regional Vice President

Brian Picariello

Client Advisor and Regional Director

Brian Sullivan

Sr. Wealth Advisor and Director

Brianna Becker

Law Clerk - Estate Planning

Brittany Benvenuto

Client Service Specialist

Brittany Doyle

Client Service Manager

Brittany Rice

Wealth Advisor

Brittany Starnes

Client Service Specialist

Brooks Allen

Client Service Specialist

Bryan Bielawski

Wealth Advisor

Bryan Powers

Senior Vice President

Bryan Strike

Senior Client Advisor & Financial Planning Manager

Caitlin Smith

Client Associate

Candace Abrams

Client Associate

Carin Roman

Wealth Advisor

Carl Larimore

Wealth Advisor and Director

Carlos Hernandez

Associate Wealth Advisor

Carrie Faulkner

Client Service Specialist

Cary Shaw

Client Service Specialist

Catherine Franklin

Sr. Client Service Specialist

Chanelle Van Pelt

Financial Planner

Charlene Jones

Client Service Specialist

Charlene Maruska

Client Service Specialist

Chelsea Manocchi

Estate Planning Attorney

Christina Hung

Client Advisor

Christopher Blakely

Financial Planner

Christopher Currin

Sr. Wealth Advisor

Christopher J. Rogers

Investment Analyst and Portfolio Manager

Christopher S. Murphy

Associate Planner

Christopher Varney

Estate Planning Attorney

Chuck Breuch

Sr. Wealth Advisor

CJ Smith

Financial Planner

Claire Hahn

Client Service Specialist

Claire Layman

Client Associate

Colby Ripsam

Associate Planner

Colton Petty

Financial Planner

Corey Bird

Client Advisor

Dana Albizri

Legal Assistant

Dane Sauer

Client Advisor

Daniel Epstein

Director, Income Tax

Daniel Lime

Client Associate

Daniel M. McDermott

Sr. Wealth Advisor

Danielle Frazier

Sr. Client Service Specialist

Danielle Read

Legal Assistant

Dave Welling

Chief Executive Officer

David Askew

Sr. Wealth Advisor and Director

David Barton

Vice Chairman, M&A Leader

David Carmichael

Client Advisor and Co-Branch Manager

David DeVita

Wealth Advisor

David E. Gardner

Vice President and Senior Client Advisor

David H. Levy

Client Advisor

David Haman

Sr. Wealth Advisor

David Kerber

Wealth Advisor and Director

David S. Currier

Wealth Advisor

David Ventura

Associate Planner

Dean R. Murray

Client Advisor

Dedrick Lee II

Legal Assistant

Denise Rhodey

Lead Client Associate

Desiree Zreik

Tax Advisor

Devin Farrow

Regional Vice President

Donald Calcagni

Chief Investment Officer

Donna Skeels Cygan

Client Advisor and Branch Manager

Doug Fabian

Senior Vice President

Douglas Gilbert

Regional Vice President

Draysen Wilson

Client Associate

Drew Harper

Wealth Advisor

Drew Kanaly

Sr. Wealth Advisor

Duncan Wilk

Regional Vice President

Edward Dunphy

Regional Vice President

Elisha Sanchez

Lead Client Associate

Elizabeth Dahlberg

Client Associate

Emelyne Seh

Client Service Specialist

Emi Umezawa

Client Advisor

Emily Meier

Executive Assistant / EP Operations

Emily Messegee

Wealth Advisor

Eric Anderson

Client Advisor and Branch Manager

Eric Zehnder

Regional Vice President

Erik W. Thurnher

Client Advisor

Eunice Kim

Associate Wealth Advisor

Fanny Guo

Client Advisor

Federico Avendano

Client Service Specialist

Frances Smith

Client Advisor

Frank Piccolo

Client Associate

Fred Xuereb

Regional Sales Associate

Frederick M. Hanish

G. Carl Mahler, Jr.

Client Advisor and Branch Manager

G. Merrick Estes, Jr.

Regional Vice President

Gabrielle Joiner

Client Service Specialist

Gabrielle Mollick

Client Solutions Representative

Gale Flores

Tax Advisor

Gary Williams

Sr. Wealth Advisor

Geoff Nelson

Regional Vice President

Geoffrey Franklin

Wealth Advisor

George Herr

Associate Financial Planner

Glen Minton

Regional Vice President

Grace Bossert

Client Service Specialist

Grace Chyun

Client Service Specialist

Grant Wilson

Financial Planner

Greg A. Willsey

Client Advisor and Branch Manager

Greg Alger

Unique Asset Manager

Haana Frank

Client Associate

Harmon Laurin

Senior Vice President

Heather Aragona

Client Associate

Heather Jenkins Capps

Associate Wealth Advisor

Irina Polyakova

Vice President, Senior Tax Advisor

J.J. Boot

Client Associate

Jack Bruno

Client Associate

Jack Gilligan

Client Advisor

Jacob Gee

Client Associate

Jacob Jaegle

Wealth Advisor

James Everitt

Senior Vice President

James S. Ryan

Client Advisor

James Shanton

Client Advisor

James Telfer

Client Associate

James Todd

Wealth Advisor

James Werner

Regional Sales Associate

Jamie Block

Sr. Wealth Advisor and Director

Jamie Stone

Wealth Advisor

Jaron Carmichael

Client Advisor

Jasmine Honda

Client Associate

Jasna Veledar

Estate Planning Attorney

Jason O’Meara

Financial Planner

Jason Sobolik

Sr. Financial Planner

Javier Solis

Wealth Advisor

Jeff Kacal

Sr. Wealth Advisor

Jeff Katz

Regional Vice President

Jeff Minc

Financial Planner

Jeffrey Lokken

Client Advisor & Branch Manager

Jeffrey Marchiorlatti

Regional Vice President

Jenna Elliott

Managing Attorney, Estate Planning

Jennifer Baick

Director of Financial Planning

Jennifer Gray

Client Service Specialist

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

Jeremy Moniz

Client Associate

Jesse Haverstock

Wealth Advisor

Jesse Mignone

Client Service Specialist

Jessica Caruso

Wealth Advisor and Sr. Director

Jill Jeter

Client Advisor

Jinky Knoob

Client Service Specialist

JoAnn Ferradino

Client Service Specialist

Joanna Hsu

Client Associate

Jody Wyatt

Client Associate

Joel Lange

Wealth Advisor

John Carney

Wealth Advisor

John McAuliffe

Client Service Specialist

Jojo Cresci

Wealth Advisor

Jonathan Mitchell

Wealth Advisor

Joseph Mah

Wealth Advisor

Joseph Young

Sr. Wealth Advisor and Director

Josette Hewitt

Tax Manager

Josh DeForest

Managing Director

Josh Gustafson

Head of Client Service

Joshua Fitch

Tax Manager

Joshua Fremit

Client Solutions Representative

Josiah Taylor

Client Associate

José Castañeda

Client Solutions Representative

Judy McNary

Senior Client Advisor and Special Projects

Justin Do

Associate Financial Planner

Justin Shane

Financial Planner

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Karen Lee

Chief Marketing and Strategy Officer

Karla Castillo

Client Service Specialist

Karrie Spencer

Wealth Advisor

Kathy Perry

Client Service Specialist

Kelly Palmer

Sr. Wealth Advisor

Kelly Woodward

Client Service Specialist

Kevin Dillon

Regional Vice President

Kevin Jack

Managing Director

Kevin Jimeno

Client Associate

Kevin Russell

Wealth Advisor

Kimberly Crawford

Manager of Operations

Kimberly Lorenz

Chief Compliance Officer

Kira Baffi

Client Service Coordinator

Korina Kaio-Maddox

Client Associate

Kristen Comeau

Associate Regional Vice President

Kristin Greenleaf

Manager of Operations

Kristina Gillis-Phelps

Portfolio Operations Specialist

Kseniya Ribeiro

Client Service Specialist

Kyle Ray

Client Advisor

Laura Carrasco

Tax Manager

Laura Combs

Managing Director

Laura Cuber

Wealth Advisor

Laura Madariaga

Lead Client Service Specialist

Laura Rowley

Sr. Wealth Advisor

Laura Thompson

Senior Regional Sales Associate

Lawrence Solomon

Sr. Wealth Advisor

Lesley Gran

Administrative Assistant

Li Huang

Client Service Specialist

Linda S. Ames Lyons

Associate Wealth Advisor

Lindsay Black

Associate Financial Planner

Lindsay West

Client Associate

Lisa Corboy

Senior Client Associate

Lisa Hensley

Client Service Specialist

Lisa J. Miller

Manager of Operations

Logan L. Baker

Vice President, Estate Planning

Lonnie Dorn

Client Advisor

Loren Pierson

Chief Operating Officer

Lori Bodenhamer

Client Service Specialist

Louis Tzamalas

Client Service Specialist

Luc Ceci

Financial Planner

Lucas Schwaller

Regional Vice President

Madeline I. Noveck

Sr. Wealth Advisor

Maeve Schmid

Associate Planner

Magdanny Jara

Tax Advisor

Marc A. Normann

Regional Vice President

Mari Adam

Client Advisor and Branch Manager

Marie Levinsky

Client Associate

Mark Doran

Senior Tax Director

Mark Eshman

Senior Vice President

Mark Falamoun

Client Associate

Mark J. Smith

Client Advisor and Branch Manager

Mark S. Germain

Managing Director

Martha Kilfoy

Receptionist

Martine Lellis

Chief Talent and Business Solutions Officer

Mary Hamshou

Client Associate

Mary Jean Short

Client Service Specialist

Marzena Hanek

Lead Client Associate

Mathew Encino

Vice President - General Counsel

Matt Cook

Managing Director

Matthew McCarthy

Senior Tax Advisor

Matthew R. Bohrer

Client Advisor and Regional Director

Matthew Truckner

Tax Advisor

Matthew W. Sheets

Wealth Advisor

Maunsel Hickey

Wealth Advisor

Meagan Blazier

Client Associate

Melanie Guhit

Associate Advisor

Melissa Dresnok

Financial Planner

Melissa Gioielli

Tax Advisor

Melissa Pinkerton

Wealth Advisor

Mendim Gecaj

Financial Planner

Merideth Gillis

Client Service Specialist

Michael Henry

Chief Financial Officer

Michael Karon

Client Advisor and Branch Manager

Michael Snider

Associate Wealth Advisor

Michael W. Johns

Wealth Advisor

Michelle Elia

Client Service Specialist

Monica Delsanto

Client Associate

Monica Wray

Client Service Specialist

Naeshia Mota

Client Service Specialist

Nancy Coumou

Client Advisor

Nancy R. Hudak

Lead Client Associate

Navisha Sawh

Client Associate

Nicholas Campbell

Wealth Advisor

Nicholas Ladaga

Regional Sales Associate

Nicholas Semko

Managing Director

Nicole Mosley

Associate Financial Planner

Pamela Brown

Client Service Specialist

Pamela Greene

Client Service Specialist

Paola Ramos

Wealth Advisor

Patrick T. Moore

Client Advisor

Paul Seidman

Regional Vice President

Paul Seigle

Portfolio Analyst

Peter Ip

Sr. Wealth Advisor

Phillip Miodowski

Client Associate

Phillip Swenson

Associate Wealth Advisor

Rafael Arellano

Wealth Advisor

Ramsey Zreik

Client Service Specialist

Randy Magdaluyo

Managing Director

Rebekah Burns

Financial Planner

Remington Hasty

Client Associate

Renée Egelski

Wealth Advisor

Renée Pichette

Financial Planner

Rich Davtyan

Client Advisor

Richard Brad Mundy

Client Advisor

Richard W. Weyers

Director National Operations

Rick Baran

Wealth Advisor

Roain Saunders

Associate Financial Planner

Robert Borden

Financial Planner

Robert Lau

Client Advisor and Branch Manager

Robert Reed, Jr.

Client Advisor and Branch Manager

Robert Toomire

Regional Vice President

Robin Allis

Team Manager, Client Solutions Team

Ron Kibbe

Sr. Wealth Advisor

Ross Hasek

Client Associate

Roxanne Konieczka

Client Associate

Rudolph Brandes

Client Advisor

Sam Khan

Regional Vice President

Samantha Elder

Director of Human Resources

Sandra Mitchell

Client Service Specialist

Sarah Oliver

Tax Advisor

Sarai Covell

Client Associate

Scott Kays

Managing Director

Scott Weigel

Client Service Specialist

Serena Colvin

Client Service Specialist

Shane Rowan

Tax Advisor

Sheree Leonatti

Legal Assistant

Shishun Kryskalla

Client Service Specialist

Stefani Kohler

Associate Planner

Stefen Donohue

Client Service Specialist

Stephanie Anderson

Client Advisor

Stephanie Fernandes

Financial Planner

Stephen Bauer

Client Solutions Representative

Stevan Downs

Senior Tax Advisor

Steve Roberts

Client Advisor and Branch Manager

Steven Crevar

Associate Wealth Advisor

Steven J. Deceuninck

Client Advisor

Steven Schwartz

Client Advisor and Principal Emeritus

Susan A. Crawford Pilon

Wealth Advisor

Susan Evans

Client Service Specialist

Susan Portnoi

Sr. Wealth Advisor

Susan Travis

Client Advisor and Regional Director

Susy Gibo

Regional Sales Associate

Sydney Kirkes

Senior Client Associate

Tammy Cooper

Financial Planner

Tanya Thomasson

Regional Operations Manager and Financial Planner

Terry Bobo

Director of Insurance Solutions

Tessa Bonifacio

Investment Administrator

Thomas Keeney

Wealth Advisor

Tiffany Stokes

Client Service Specialist

Tim Forest

Vice President of Strategy and Analytics

Tim Kallas

Regional Vice President

Timothy Wylder

Senior Vice President

Tim Rowland

Client Advisor & Branch Manager

Todd LaLuzerne

Regional Vice President

Tom Herzing

Wealth Advisor

Tracey Turko

Sr. Wealth Advisor and Sr. Director

Tracy O. Jackson,

Client Advisor and Branch Manager

Tristan Pohren

Portfolio Operations Specialist

Tyler Davis

Senior Tax Advisor

Tyler Schaefer

Regional Sales Associate

Tyler Smith

Wealth Advisor

Veronica Rubio

Regional Vice President

W. Thomas McNary

Client Advisor

Will Mannon

Head of Sales

William Flanders

Client Service Specialist

William McNutt

Financial Planner

William Perysian

Managing Director

Yisen Cai

Wealth Advisor

Yvonne Wood

Sr. Wealth Advisor

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