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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.
Aaron Langston
Wealth Advisor
Adam Lee
Wealth Advisor
Adam Stanowick
Financial Planning Analyst
Adam Wager
Portfolio Operations Specialist
Adis Mehic
Wealth Advisor
Alan C. Hewitt
Client Advisor
Alan Davis
Associate Wealth Advisor
Alan E. Hewitt
Client Advisor and Branch Manager
Alan McKnight
Sr. Wealth Advisor
Alan Varnishung
Client Service Specialist
Alan Weiss
Client Advisor and Principal Emeritus
Albert Barsanti
Financial Planner
Alec Montoya
Associate Wealth Advisor
Alex Kimura
Sr. Wealth Advisor, Director
Alexa Willis
Financial Planner
Alexander Cote
Portfolio Analyst
Alexander Doyle
Wealth Advisor
Alexander O’Reilly
Associate Estate Planning Attorney
Alexis Scott
Client Service Specialist
Alice McDermott
Wealth Advisor
Ally Keasler
Client Service Specialist
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
Andra Reason
Sr. Wealth Advisor, Director
Andrew Beck
Regional Vice President
Andrew Caceres
Tax Manager
Andrew Medders
Senior Client Advisor & Sales
Andrew Paine
Vice President, Finance
Andrew Shannon
Associate Wealth Advisor
Andrew Thompson
Vice President of Inside Sales
Andy Farah
Director
Angel Colon
Wealth Advisor
Angela Fernandez
Client Service Specialist
Angela Tucker
Operations Manager
Ann de Zeeuw
Client Service Specialist
Anuska Kovalcheck
Sr. Client Service Specialist
Ashlee Chu Hewitt
Tax Advisor
Austin Tanner
Associate Financial Planner
Barry Cohen
Wealth Advisor
Becky Leslie
Client Service Specialist
Ben Bramer
Deputy Chief Compliance Officer
Ben Gyulambaryan
Associate Wealth Advisor
Ben Holzer
Corporate Counsel
Ben Kautz
Managing Director
Ben Lim
Senior Tax Advisor
Bennet Thonakkara
Sr. Wealth Advisor, Director
Bethany VanDerMeid
Regional Sales Associate
Bill Berg
Sr. Wealth Advisor
Blanca Ceja
Client Service Specialist
Bobby Arenivas
Associate Wealth Advisor
Brad White
Sr. Wealth Advisor, Director
Bradley Anderson
Financial Planner
Brandon Capicotto
Client Service Specialist
Brandon Hernandez
Client Service Specialist
Brandon Wissinger
Wealth Advisor
Brenda Garcia
Client Service Specialist
Brennan Wehrle
Client Services Specialist
Bret Svedberg
Vice President, HR Operations
Brett Landstrom
Wealth Advisor
Brian Abatemarco
Associate Regional Vice President
Brian Jellig
Wealth Advisor
Brian Norris
Wealth Advisor
Brian Picariello
Managing Director
Brian Sullivan
Sr. Wealth Advisor, Director
Brianna Becker
Associate Estate Planning Attorney
Brittani Woodruff
Client Service Specialist
Brittany Benvenuto
Client Service Specialist
Brittany Doyle
Regional Service Manager
Brittany Rice
Wealth Advisor
Brooks Allen
Client Service Specialist
Bryan Bielawski
Sr. Wealth Advisor
Bryan Powers
Senior Vice President
Bryan Strike
Senior Wealth Strategist
Caitlin Smith
Client Service Specialist
Cameron Holt
Client Service Specialist
Candace Abrams
Client Service Specialist
Carin Roman
Wealth Advisor
Carl Larimore
Sr. Wealth Advisor, Director
Carlos Hernandez
Associate Wealth Advisor
Carolyn Ann Muller
Client Service Coordinator
Carrie Beede
Financial Planner
Catherine Franklin
Sr. Client Service Specialist
Cathy Hoang
Senior Portfolio Operations Specialist
Cathy Miller
Sr. Wealth Advisor, Sr. Director
Chabelly Gurrola
Estate Planning Paralegal
Chanelle Van Pelt
Financial Planner
Charlene Jones
Client Service Specialist
Charlene Maruska
Sr. Client Service Specialist
Charles Mardock
Account Operations Specialist
Chase Carmichael
Regional Vice President
Chelsea Manocchi
Estate Planning Attorney
Chris Jameson
Regional Vice President
Chris Rogers
Client Service Specialist
Christina Hung
Wealth Advisor
Christine Cataldo
CTO and Digital Officer
Christopher Blackmon
Sr. Wealth Advisor
Christopher Blakely
Sr. Financial Planner
Christopher Currin
Sr. Wealth Advisor
Christopher J. Rogers
Senior Vice President, Client Portfolio Manager
Christopher S. Murphy
Associate Financial Planner
Christopher Varney
Estate Planning Attorney
Chuck Breuch
Sr. Wealth Advisor
CJ Smith
Associate Wealth Advisor
Claire Hahn
Client Service Specialist
Claire Layman
Client Service Specialist
Colton Petty
Financial Planner
Corey Bird
Regional Vice President
Courtney Foley
Client Service Specialist
Craig Marrs
Sr. Wealth Advisor
Craig W. Hart
Senior Vice President Client Portfolio Manager
Craig Weidenfeller
Portfolio Operations Manager
Dana Albizri
Legal Assistant
Dane Sauer
Wealth Advisor
Daniel Epstein
Director, Income Tax
Daniel Lime
Client Service Specialist
Daniel M. McDermott
Sr. Wealth Advisor
Daniel Maurer
Senior Trader
Daniel Morr
Account Operations Specialist
Danielle Frazier
Sr. Client Service Specialist
Danielle Read
Legal Assistant
Danny Polyakov
Client Service Specialist
Dave Welling
Chief Executive Officer
David Askew
Sr. Wealth Advisor, Director
David Barton
M&A Leader
David Carmichael
Sr. Wealth Advisor, Director
David E. Gardner
Sr. Wealth Advisor, Director
David H. Levy
Wealth Advisor
David Haman
Sr. Wealth Advisor
David Hamilton
Account Operations Specialist
David Kerber
Sr. Wealth Advisor, Director
David Maniola
Senior Tax Advisor
David S. Currier
Wealth Advisor
David Simpson
Portfolio Manager
David Ventura
Associate Financial Planner
Dean R. Murray
Sr. Wealth Advisor
Dedrick Lee II
Legal Assistant
Denise Rhodey
Lead Client Service Specialist
Denisse Mendez
Tax Associate
Desiree Zreik
Tax Advisor
Devin Farrow
Vice President, M&A
Donald Calcagni
Chief Investment Officer
Doug Fabian
Senior Vice President
Douglas Gilbert
Regional Vice President
Draysen Wilson
Client Service Specialist
Drew Harper
Wealth Advisor
Drew Kanaly
Sr. Wealth Advisor
Duncan MacDougall
Client Solutions Representative
Duncan Wilk
Regional Vice President
Edward Dunphy
Regional Vice President
Elisha Sanchez
Lead Client Service Specialist
Elizabeth Dahlberg
Client Service Specialist
Emelyne Seh
Client Service Specialist
Emi Umezawa
Wealth Advisor
Emily Meier
Operations Manager, Estate Planning
Emily Messegee
Wealth Advisor, Director
Eric Anderson
Wealth Advisor
Eric Zehnder
Regional Vice President
Erica J. Clark
Sr. Client Service Specialist
Erica Luchetti
Client Service Specialist
Erik W. Thurnher
Sr. Wealth Advisor
Erin Larsen
Investment Operations Assistant
Erin Neece
Wealth Advisor
Erin Olsen
M&A Investment Operations Project Manager
Erin Wheatcraft
Manager of Operations
Ernie George
Director
Eunice Kim
Associate Wealth Advisor
Evan Fingert
Law Clerk
Fanny Guo
Wealth Advisor
Federico Avendano
Client Service Specialist
Felisha Buchinger
Senior Tax Associate
Frances Smith
Wealth Advisor
Frank Piccolo
Client Service Specialist
Fred Xuereb
Regional Sales Associate
G. Carl Mahler, Jr.
Sr. Wealth Advisor, Director
G. Merrick Estes, Jr.
Regional Vice President
Gabrielle Joiner
Client Service Specialist
Gabrielle Mollick
Financial Planner
Garrett Cauley
Insurance Advisor
Gary Foodim
Chief Marketing Officer
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 Alger
Unique Asset Manager
Haana Frank
Client Service Specialist
Harmon Laurin
Sr. Wealth Advisor, Director
Harrison Fant
Wealth Advisor
Heather Aragona
Client Service Specialist
Heather Jenkins Capps
Associate Wealth Advisor
Henry Lao
Vice President, Investments
Hisham Haddad
Portfolio Operations Specialist
Hunter D. Zick
Client Service Specialist
Irina Polyakova
Vice President, Senior Tax Advisor
Isaac Babalola
Client Service Specialist
J.J. Boot
Inside Sales Associate
Jack Bruno
Client Service Specialist
Jack Gilligan
Sr. Wealth Advisor
Jacob Gee
Client Service Specialist
Jacob Jaegle
Wealth Advisor
James Everitt
Sr. Wealth Advisor, Director
James Roundy
Financial Planner
James S. Ryan
Sr. Wealth Advisor
James Shanton
Sr. Wealth Advisor
James Taylor
Wealth Advisor
James Telfer
Client Service Specialist
James Todd
Sr. Wealth Advisor
James Werner
Senior Regional Sales Associate
Jamie Block
Sr. Wealth Advisor, Director
Jamie Stone
Wealth Advisor
Jane Castro
Client Service Specialist
Janis Biggers
Wealth Advisor
Jaron Carmichael
Wealth Advisor
Jasmine Honda
Client Service Specialist
Jasna Veledar
Estate Planning Attorney
Jason O’Meara
Wealth Advisor
Jason Sobolik
Sr. Financial Planner
Javier Solis
Wealth Advisor
Jeff Kacal
Sr. Wealth Advisor
Jeff Katz
Regional Vice President
Jeff Minc
Financial Planner
Jeffrey Anaclerio
Client Service Specialist
Jeffrey Lokken
Wealth Advisor
Jeffrey Marchiorlatti
Regional Vice President
Jenna Boller-Smith
Client Service Specialist
Jenna Elliott
Director of Estate Planning, Managing Attorney
Jennifer Baick
Director of Financial Planning
Jennifer Currin Gutridge
Sr. Wealth Advisor
Jennifer Gray
Client Service Specialist
Jeremiah H. Barlow
Head of Family Wealth Services
Jesse Haverstock
Wealth Advisor
Jesse Jimerson
Financial Planner
Jesse Mignone
Client Service Specialist
Jessica Caruso
Sr. Wealth Advisor, Sr. Director
Jill Jeter
Wealth Advisor
Jim Czirr
Wealth Advisor
Jinky Knoob
Client Service Specialist
JoAnn Ferradino
Client Service Specialist
Joanna Hsu
Client Service Specialist
Jody Wyatt
Client Service Specialist
Joe Pellizzari
Vice President, M&A
Joel Lange
Wealth Advisor
John Carney
Wealth Advisor
John Lee
Senior Portfolio Accounting Specialist
John McAuliffe
Client Service Specialist
Jojo Cresci
Wealth Advisor
Jonathan Mitchell
Wealth Advisor
Jordan Cowart
Associate Wealth Advisor
Joseph Mah
Wealth Advisor
Joseph Young
Sr. Wealth Advisor, Sr. Director
Josette Hewitt
Tax Manager
Josh DeForest
Managing Director
Josh Gustafson
Head of Wealth Management
Joshua Fitch
Tax Manager
Joshua Fremit
Client Solutions Representative
Joshua Young
Wealth Advisor
Josiah Taylor
Client Service Specialist
José Castañeda
Client Solutions Representative
Judith A. McGee
Executive Vice President, Senior Lead Advisor
Judy Howard
Sr. Tax Advisor
Judy McNary
Director of Corporate Responsibility
Julia Messineo
Client Solutions Representative
Julianne Andrews
Sr. Wealth Advisor, Sr. Director
Justin Cramer
Client Service Specialist
Justin Do
Associate Financial Planner
Justin Shane
Associate Wealth Advisor
Kara Duckworth
Managing Director of Client Experience
Karen Lee
Chief Business Solutions Officer
Karen Nucci
Client Service Specialist
Karrie Spencer
Wealth Advisor
Kate DeGiorgi
Regional Sales Associate
Kate Schelonka
Client Solutions Representative
Kathleen Miller
Senior Wealth Advisor
Kathy Perry
Client Service Specialist
Katie Iglay
Manager of Operations
Kaya Law
Legal Assistant
Kelly Palmer
Sr. Wealth Advisor
Kelly Woodward
Client Service Specialist
Ken Bobadilla
Wealth Advisor
Kevin D. Lehinger
Sr. Wealth Advisor
Kevin Dillon
Regional Vice President
Kevin Jack
Managing Director
Kevin Russell
Wealth Advisor
Kim Lorenz
Chief Compliance Officer
Kira Baffi
Client Service Coordinator
Kirk Bjorn
M&A Integration Portfolio Manager
Korina Kaio-Maddox
Client Service Specialist
Krista Rich
Account Operations Specialist
Kristen Comeau
Regional Vice President
Kristin Greenleaf
Manager of Operations
Kristina Gillis-Phelps
Portfolio Operations Specialist
Kseniya Ribeiro
Client Service Specialist
Lacy Hartzler
Client Service Specialist
Lambert Batongbacal
Client Service Specialist
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
Laurie Macielinski
Client Service Specialist
Lawrence Solomon
Sr. Wealth Advisor
Lesley Gran
Client Service Coordinator
Li Huang
Client Service Specialist
Lily Robertson
Client Service Specialist
Linda S. Ames Lyons
Wealth Advisor
Lindsay Black
Associate Financial Planner
Lindsey Wetzel
Client Service Specialist
Linette Barajas
Client Service Coordinator
Linette Dobbins
Sr. Wealth Advisor, Director
Lisa J. Miller
Manager of Operations
Lissy Schaefer
Senior Legal Assistant
Logan L. Baker
Vice President, Estate Planning
Loren Pierson
Chief Operating Officer
Luc Ceci
Associate Wealth Advisor
Lucas Schwaller
Regional Vice President
Madeline I. Noveck
Sr. Wealth Advisor
Madison Taneja
Client Service Specialist
Madison Underwood
Client Service Specialist
Maeve Schmid
Financial Planner
Magdanny Jara
Tax Advisor
Marc A. Normann
Regional Vice President
Marcela Carreon
Legal Assistant
Mari Adam
Sr. Wealth Advisor
Mariana Battista
Wealth Advisor
Marie Levinsky
Client Service Specialist
Mark Doran
Senior Tax Director
Mark Eshman
Sr. Wealth Advisor, Director
Mark Falamoun
Client Service Specialist
Mark J. Smith
Sr. Wealth Advisor, Director
Mark S. Germain
Managing Director
Martha Kilfoy
Client Service Coordinator
Martine Lellis
Chief Talent and Administrative Officer
Mary Hamshou
Sr. Client Service Specialist
Mary Hoskins
Client Service Specialist
Mary Jean Short
Client Service Specialist
Marzena Hanek
Lead Client Service Specialist
Mathew Encino
Vice President - General Counsel
Matt Cook
Managing Director
Matthew McCarthy
Senior Tax Advisor
Matthew R. Bohrer
Wealth Advisor, Director
Matthew Truckner
Senior Tax Advisor
Matthew W. Sheets
Wealth Advisor
Meagan Blazier
Client Service Specialist
Melanie Guhit
Wealth Advisor
Melissa Dresnok
Financial Planning Analyst
Melissa Gioielli
Tax Advisor
Melissa Hedges
Account Operations Specialist
Mendim Gecaj
Financial Planner
Merideth Gillis
Client Service Specialist
Micah Cummins
Wealth Advisor
Michael Halloran
M&A Integration Portfolio Manager
Michael Henry
Chief Financial Officer
Michael O’Brien
Client Service Specialist
Michael Snider
Associate Wealth Advisor
Michael Uyemura
Manager, Investment Strategy Group
Michael W. Johns
Wealth Advisor
Michelle Elia
Client Service Specialist
Michelle Ottoboni
Client Service Specialist
Michelle Thompson
Wealth Advisor
Michon McCabe
Client Service Specialist
Mike Hewel
Trading Manager
Mitchell Phillips
Associate Financial Planner
Mitchell Windemuller
Associate Trader
Monica Delsanto
Client Service Specialist
Monica Wray
Client Service Specialist
Monique Reyes
Tax Administrator
Naeshia Mota
Client Service Specialist
Nancy Coumou
Wealth Advisor
Nancy R. Hudak
Lead Client Service Specialist
Nathan Brammer
Wealth Advisor
Navisha Sawh
Client Service Specialist
Nicholas Campbell
Wealth Advisor
Nicholas Cathcart
Senior Tax Associate
Nicholas Ladaga
Regional Sales Associate
Nicholas Semko
Managing Director, M&A
Nicole Caron
Financial Planner
Nicole Miller
Senior Wealth Advisor
Nicole Mosley
Financial Planner
Nikki Ivins
Client Service Specialist
Pamela Brown
Client Service Specialist
Pamela Greene
Client Service Specialist
Paola Ramos
Wealth Advisor
Parker Landolf
Client Service Specialist
Pat Wynne
Associate Wealth Advisor
Patrick Comer
Wealth Advisor
Patrick T. Moore
Wealth Advisor
Paul Seidman
Senior Vice President, Institutional Sales
Paul Seigle
Portfolio Analyst
Peter Ip
Sr. Wealth Advisor
Phillip Miodowski
Client Service Specialist
Phillip Swenson
Wealth Advisor
Porche Bradley
Client Service Specialist
Rafael Arellano
Wealth Advisor
Ramsey Zreik
Client Service Specialist
Randy Magdaluyo
Vice President, M&A Program Management
Raphael Aziz
Associate Wealth Advisor
Rebecca Evans
Client Service Specialist
Rebecca Rushton
Estate Planning Attorney
Rebekah Burns
Financial Planner
Renée Egelski
Wealth Advisor
Renée Pichette
Associate Wealth Advisor
Rich Davtyan
Associate Wealth Advisor
Richard Brad Mundy
Wealth Advisor
Richard W. Weyers
Director National Operations
Rick Henderson
Sr. Wealth Advisor
Roain Saunders
Associate Financial Planner
Robert Lau
Sr. Wealth Advisor
Robert Reed, Jr.
Sr. Wealth Advisor
Robin Allis
Team Manager, Client Solutions Team
Ron Kibbe
Sr. Wealth Advisor
Ross Hasek
Client Service Specialist
Roxanne Konieczka
Client Service Specialist
Rudolph Brandes
Sr. Wealth Advisor
Sam Khan
Regional Vice President
Samantha Picardo
Account Operations Specialist
Samuel Bennett
Account Operations Manager
Sandee Mapp
Wealth Advisor
Sandra Mitchell
Client Service Specialist
Sarah Elise Berry
Sr. Wealth Advisor
Sarah Oliver
Tax Advisor
Sarai Covell
Client Service Specialist
Schane Goheen
Wealth Advisor
Scott Hancock
Client Service Specialist
Scott Kays
Managing Director
Scott Weigel
Client Service Specialist
Sean O’Connor
Wealth Advisor
Shannon Temple
Legal Assistant
Sharon Littell
Client Service Specialist
Sheree Leonatti
Legal Assistant
Sonya Mincy
Client Service Specialist
Sophia Berglund
Client Service Specialist
Stacie Hostetler
Manager of Operations
Stefani Kohler
Financial Planner
Stefen Donohue
Client Service Specialist
Stephanie Fernandes
Financial Planner
Stephanie White
Client Service Coordinator
Stephen Bauer
CST, Financial Planner
Stephen Prinster
Director of Investment Operations
Stevan Downs
Tax Manager
Steve Roberts
Sr. Wealth Advisor, Director
Steven Crevar
Associate Wealth Advisor
Steven J. Deceuninck
Wealth Advisor
Steven Schwartz
Sr. Wealth Advisor
Susan Evans
Client Service Specialist
Susan Portnoi
Sr. Wealth Advisor
Susan Travis
Managing Director
Susy Gibo
Senior Regional Sales Associate
Sydney Kirkes
Sr. Client Service Specialist
Tammy Cooper
Sr. Financial Planner
Tanya Thomasson
Regional Service Manager
Tarek McAlee
Wealth Advisor
Terry Bobo
Director of Insurance Solutions
Tessa Bonifacio
Portfolio Analyst
Theresa Bedard
Manager of Trading & Investments
Thomas Keeney
Wealth Advisor
Tim Cengia
Portfolio Operations Specialist
Tim Forest
Vice President of Strategy and Analytics
Tim Kallas
Regional Vice President
Tim Rowland
Sr. Wealth Advisor, Director
Todd E. Hagen
Regional Vice President
Todd LaLuzerne
Regional Vice President
Tom Herzing
Wealth Advisor
Tracey Turko
Sr. Wealth Advisor, Sr. Director
Tracy O. Jackson
Sr. Wealth Advisor, Director
Tristan Pohren
Portfolio Operations Specialist
Tyler Davis
Senior Tax Advisor
Tyler Schaefer
Regional Sales Associate
Tyler Smith
Wealth Advisor
Veronica Rozales
Account Operations Specialist
Veronica Rubio
Regional Vice President
Vickie Willard
Client Services Coordinator
W. Thomas McNary
Wealth Advisor
Wendy Murphy
Client Service Specialist
Wendy Reeves
Client Service Specialist
Will Mannon
Head of Sales
William Flanders
Client Service Specialist
William McNutt
Financial Planner
William Montijo
Portfolio Operations Specialist
William Perysian
Consultant, M&A
Yvette Angora
Account Operations Specialist
Yvonne Wood
Sr. Wealth Advisor
Zach Klopp
Client Service Specialist
Zachary Perret
Financial Planner
Zachery Wingate
Client Service Specialist
Zeke Aviles
Financial Planner