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