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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 Boyce

Wealth Advisor

Aaron Langston

Wealth Advisor

Adam Lee

Wealth Advisor

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

Alec Montoya

Wealth Advisor

Alec Schneider

Client Service Specialist

Alex Kimura

Sr. Wealth Advisor, Director

Alexa Willis

Sr. Financial Planner

Alexander Cote

Portfolio Manager

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

Senior Client Service Specialist

Amber Perez

Tax Assistant

Amy Boyd

Sr. Financial Planner

Amy Ruffing

Client Service Specialist

Andra Reason

Sr. Wealth Advisor, Director

Andrew Beck

Regional Vice President

Andrew Caceres

Tax Manager

Andrew Medders

Sr. Wealth Advisor

Andrew Nurse

Associate Wealth Advisor

Andrew Shannon

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

Anna Apodaca

Wealth Advisor

Anuska Kovalcheck

Sr. Client Service Specialist

Art Haws

Sr. Wealth Advisor, Director

Ashlee Chu Hewitt

Senior Tax Advisor

Barry Cohen

Sr. Wealth Advisor

Becky Leslie

Client Service Specialist

Ben Gyulambaryan

Wealth Advisor

Ben Kautz

Managing Director

Ben Lim

Tax Manager

Bennet Thonakkara

Sr. Wealth Advisor, Director

Bernie Salamone

Senior Wealth Advisor

Bethany VanDerMeid

Regional Sales Associate

Bill Berg

Sr. Wealth Advisor

Blanca Ceja

Client Service Specialist

Bobby Arenivas

Wealth Advisor

Brad White

Sr. Wealth Advisor, Director

Bradley Anderson

Associate Wealth Advisor

Brandon Capicotto

Client Service Specialist

Brandon Williams

Client Service Specialist

Brandon Wissinger

Wealth Advisor

Brennan Wehrle

Client Services Specialist

Brett Landstrom

Sr. Wealth Advisor

Brian Abatemarco

Regional Vice President

Brian Jellig

Wealth Advisor

Brian Norris

Wealth Advisor

Brian Oberle

Regional Vice President

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

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 Kunhardt

Sr. Wealth Advisor

Carl Larimore

Sr. Wealth Advisor, Director

Carol Maloney

Client Service Specialist

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

Caylen Colby

Client Service Specialist

Chabelly Gurrola

Estate Planning Paralegal

Chandler Ferguson

Sr. Wealth Advisor

Charlene Jones

Client Service Specialist

Charlene Maruska

Sr. Client Service Specialist

Charlene Miller

Sr. Client Service Specialist

Charles Mardock

Account Operations Specialist

Chase Carmichael

Regional Vice President

Chelsea Manocchi

Estate Planning Attorney

Cherice Peoples

Client Service Specialist

Chris Jameson

Regional Vice President

Chris Rogers

Client Service Specialist

Chris Young

Sr. Wealth Advisor

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 Posey

Client Service Specialist

Christopher S. Murphy

Financial Planner

Christopher Varney

Estate Planning Attorney

Chuck Breuch

Sr. Wealth Advisor

CJ Smith

Wealth Advisor

Claire Hahn

Client Service Specialist

Claire Layman

Client Service Specialist

Clay Evans

Financial Planner

Colton Petty

Financial Planner

Connor Thomas

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

Dane Sauer

Wealth Advisor, Director

Daniel Epstein

Senior Tax Director

Daniel M. McDermott

Sr. Wealth Advisor

Daniel Maurer

Senior Trader

Daniel Morr

Senior Account Operations Specialist

Danielle Frazier

Regional Service Manager

Danielle Read

Senior Legal Assistant

Danny Polyakov

Associate Financial Planner

Dave Mirsky

Senior Wealth Advisor

Dave Welling

Chief Executive Officer

David Askew

Sr. Wealth Advisor, Director

David Barton

M&A Leader

David Cain

Wealth Advisor

David Carmichael

Sr. Wealth Advisor, Director

David E. Gardner

Sr. Wealth Advisor, Director

David H. Levy

Sr. Wealth Advisor

David Haman

Sr. Wealth Advisor

David Hamilton

Account Operations Specialist

David Hardenbergh

Financial Planner

David Kerber

Sr. Wealth Advisor, Director

David Maniola

Senior Tax Advisor

David Rich

Wealth Advisor

David Riffe

Wealth Advisor

David S. Currier

Wealth Advisor

David Simpson

Portfolio Manager

David Ventura

Associate Financial Planner

Dean R. Murray

Sr. Wealth Advisor

Dedrick Lee II

Senior Legal Assistant

Denise Rhodey

Lead Client Service Specialist

Denisse Mendez

Tax Associate

Desiree Zreik

Senior Tax Advisor

Devin Farrow

Vice President, M&A

Dionisio Meneses

Associate Advisor

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

Emelyne Seh

Client Service Specialist

Emi Umezawa

Sr. Wealth Advisor

Emily Messegee

Wealth Advisor, Director

Eric Anderson

Sr. Wealth Advisor

Eric Zehnder

Regional Vice President

Erica Luchetti

Client Service Specialist

Erica Weiser

Regional Vice President

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

Associate Estate Planning Attorney

Fanny Guo

Sr. Wealth Advisor

Felisha Buchinger

Senior Tax Associate

Frances Hymiller

Wealth Advisor

Frances Smith

Wealth Advisor

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

Gerardo Zapata

Client Solutions Representative

Glen Minton

Regional Vice President

Grace Bossert

Associate Financial Planner

Grace Chyun

Client Service Specialist

Grant Wilson

Financial Planner

Greg Alger

Unique Asset Manager

Haana Frank

Associate Financial Planner

Haley Griffin

Client Service Specialist

Harmon Laurin

Sr. Wealth Advisor, Director

Harper Sample

Client Service Specialist

Harrison Fant

Wealth Advisor

Heather Jenkins Capps

Wealth Advisor

Henry Lao

Vice President, Investments

Hisham Haddad

Portfolio Operations Specialist

Hunter D. Zick

Client Service Specialist

Ian Freemire

Wealth Advisor

Ignatius D’Anna

Wealth Advisor

Irina Polyakova

Vice President, Senior Tax Advisor

Isaac Babalola

Client Service Specialist

J.J. Boot

Associate Regional Vice President

Jack Bruno

Client Service Specialist

Jack Gilligan

Sr. Wealth Advisor

Jackie Dohse

Wealth Advisor

Jackie Schlup

Financial Planner

Jacob Gee

Financial Planner

Jacques Jagr

Client Service Specialist

James Everitt

Sr. Wealth Advisor, Director

James Parker

Client Service Specialist

James Roundy

Associate Wealth Advisor

James S. Ryan

Sr. Wealth Advisor

James Shanton

Sr. Wealth Advisor

James Taylor

Wealth Advisor

James Telfer

Financial Planner

James Todd

Sr. Wealth Advisor

James Werner

Senior Regional Sales Associate

Jamie Block

Sr. Wealth Advisor, Director

Jane Castro

Client Service Specialist

Janice Donovan

Client Service Specialist

Janis Biggers

Wealth Advisor

Jaron Carmichael

Director of Retirement Group, Wealth Advisor

Jasmine Honda

Client Service Specialist

Jasna Veledar

Lead Estate Planning Attorney

Jason O’Meara

Wealth Advisor

Jason Sobolik

Sr. Financial Planner

Jedd Nicolas

Wealth Advisor

Jeff Giguere

Associate Wealth Advisor

Jeff Kacal

Sr. Wealth Advisor

Jeff Katz

Regional Vice President

Jeff Minc

Financial Planner

Jeffrey Lokken

Wealth Advisor

Jeffrey Marchiorlatti

Regional Vice President

Jenna Elliott

Director of Estate Planning, Managing Attorney

Jenna Taylor

Client Service Specialist

Jennifer Baick

Senior Director, Financial Planning Group

Jennifer Currin Gutridge

Sr. Wealth Advisor

Jennifer Gray

Client Service Specialist

Jeremiah H. Barlow

Head of Family Wealth Services

Jesse Haverstock

Wealth Advisor

Jesse Jackson

Client Service Specialist

Jesse Mignone

Client Service Specialist

Jessica Caruso

Sr. Wealth Advisor, Sr. Director

Jigisha Dahagam

Vice President, People & Culture

Jill Jeter

Wealth Advisor

Jim Czirr

Wealth Advisor, Director

Jinky Knoob

Client Service Specialist

JoAnn Ferradino

Client Service Specialist

Joanna Grier

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 Voralik

Associate Financial Planner

Jojo Cresci

Sr. Wealth Advisor

Jonah Tinajero

Associate Advisor

Jonathan Mitchell

Wealth Advisor

Jordan Cowart

Associate Wealth Advisor

José Castañeda

Client Solutions Representative

Joseph Mah

Sr. Wealth Advisor

Joseph Young

Sr. Wealth Advisor, Sr. Director

Josette Hewitt

Tax Manager

Josh Davis

Client Service Specialist

Josh DeForest

Managing Director

Josh Gustafson

Head of Wealth Management

Joshua Fitch

Tax Manager

Josiah Taylor

Client Service Specialist

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

Justin Cramer

Client Service Specialist

Justin Shane

Wealth Advisor

Kali Dunn

Legal Assistant

Kalita Blessing

Sr. Wealth Advisor

Kara Duckworth

Managing Director of Client Experience

Karen Lee

Chief Business Solutions Officer

Karen Nucci

Client Service Specialist

Karrie Spencer

Wealth Advisor, Director

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 Rosa

Legal Assistant

Ken Bobadilla

Wealth Advisor

Kent Davis

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

Kyndal Howard

Client Service Specialist

Lacy Hartzler

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, Manager

Laurie Macielinski

Client Service Specialist

Lavanda Malveaux

Tax Assistant

Lawrence Solomon

Sr. Wealth Advisor

Lesley Gran

Client Service Coordinator

Li Huang

Sr. Client Service Specialist

Libby Dahlberg

Client Service Specialist

Lily Robertson

Client Service Specialist

Linda S. Ames Lyons

Wealth Advisor

Lindsay Black

Associate Wealth Advisor, Retirement Plans

Lindsey Wetzel

Client Service Specialist

Linette Dobbins

Sr. Wealth Advisor, Director

Lisa Butler

Sr. Client Service Specialist

Lisa Goodman

Regional Vice President

Lisa J. Miller

Manager of Operations

Lissy Schaefer

Senior Legal Assistant

Logan Donovan

Associate Financial Planner

Logan L. Baker

Lead, Senior Wealth Strategist

Loren Pierson

Chief Operating Officer

Luc Ceci

Associate Wealth Advisor

Lucas Schwaller

Regional Vice President

Madeline I. Noveck

Sr. Wealth Advisor

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 Vice President, Tax

Mark Eshman

Director of Foundations and Endowments Group, Senior Wealth Advisor

Mark S. Germain

Managing Director

Marla Barnard

Sr. Client Service Specialist

Martha Kilfoy

Client Service Coordinator

Martine Lellis

Chief Talent and Administrative Officer

Mary Hamshou

Regional Service Manager

Mary Hoskins

Client Service Specialist

Mary Jean Short

Client Service Specialist

Mary McElligott

Tax Advisor

Marzena Hanek

Lead Client Service Specialist

Mathew Encino

Vice President - General Counsel

Matt Cook

Managing Director

Matthew McCarthy

Tax Manager

Matthew Moore

Client Service Specialist

Matthew R. Bohrer

Wealth Advisor, Director

Matthew Truckner

Tax Manager

Matthew W. Sheets

Wealth Advisor

Max Wrenn

Sr. Wealth Advisor

Meagan Blazier

Client Service Specialist

Meg O’Brien

Client Service Specialist

Melanie Guhit

Wealth Advisor

Melissa Allen

Client Service Specialist

Melissa Gioielli

Tax Advisor

Melissa Hedges

Account Operations Specialist

Mendim Gecaj

Wealth Advisor

Meredith Maller

Senior Estate Planning Attorney

Merideth Gillis

Client Service Specialist

Micah Cummins

Wealth Advisor

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

Senior Trader

Monica Delsanto

Sr. Client Service Specialist

Monica Hernandez

Client Service Specialist

Morwenna Borden

Estate Planning Attorney

Mychelle Malveaux

Client Service Specialist

Naeshia Mota

Client Service Specialist

Nancy Coumou

Sr. Wealth Advisor

Nancy R. Hudak

Regional Service Manager

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 Miller

Sr. Wealth Advisor, Director

Nicole Mosley

Financial Planner

Nikki Ivins

Regional Sales Associate

Nita O’Neal

Client Service Specialist

Pamela Brown

Client Service Specialist

Pamela Greene

Sr. Client Service Specialist

Parker Landolf

Client Service Specialist

Pat Wynne

Associate Wealth Advisor

Patrick Comer

Wealth Advisor

Patrick T. Moore

Wealth Advisor

Paul Petrosino

Senior Tax Advisor

Paul Seidman

Senior Vice President, Institutional Sales

Paul Seigle

Portfolio Analyst

Peter Ip

Sr. Wealth Advisor

Peter Lovberg

Portfolio Analyst

Phillip Miodowski

Portfolio Analyst

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

Rebecca Wolman

Client Service Specialist

Rebekah Burns

Associate Wealth Advisor

Reid Johnson

Sr. Wealth Advisor

Remi Hock

Portfolio Analyst

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

Financial Planner

Rob Cox

Sr. Wealth Advisor

Robert Lau

Sr. Wealth Advisor

Robert Reed, Jr.

Sr. Wealth Advisor

Robin Allis

Team Manager, Client Solutions Team

Rodney Alvarado

Regional Vice President

Ron Kibbe

Sr. Wealth Advisor

Ross Hasek

Client Service Specialist

Roxanne Konieczka

Client Service Specialist

Rudolph Brandes

Sr. Wealth Advisor

Ryan Overstreet

Wealth Advisor

Ryan Weichman

M&A Integration Portfolio Manager

Sam Hume

Associate Wealth Advisor

Sam Khan

Regional Vice President

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

Sr. Client Service Specialist

Schane Goheen

Wealth Advisor

Scott Hancock

Client Service Specialist

Scott Kays

Managing Director

Scott Weigel

Associate Wealth Advisor

Sean O’Connor

Wealth Advisor

Shannon Temple

Legal Assistant

Sharon Littell

Client Service Specialist

Sheree Leonatti

Estate Planning Paralegal

Sonja Borda

Financial Planner

Sonya Mincy

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist

Stefani Kohler

Financial Planner

Stefanie Leighter

Estate Planning Attorney

Stefen Donohue

Client Service Specialist

Stella Doyle

Associate Financial Planner

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

Wealth Advisor

Steven Crevar

Wealth Advisor

Steven J. Deceuninck

Wealth Advisor

Steven Schneider

Client Service Specialist

Steven Schwartz

Sr. Wealth Advisor

Susan Evans

Associate Financial Planner

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

Tessa Bonifacio

Portfolio Analyst

Theresa Bedard

Manager of Trading & Investments

Thomas Keeney

Wealth Advisor

Tiffany Garza

Financial Planner

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

Sr. Wealth Advisor

Trace Winn

Client Service Specialist

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. Cam Goodwin

Sr. Wealth Advisor, Director

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

Associate Wealth Advisor

William Montijo

Portfolio Operations Specialist

William Perysian

Consultant, M&A

Yesenia Ramirez

Tax Associate

Yvette Angora

Account Operations Specialist

Yvonne Wood

Sr. Wealth Advisor

Zafar Ahsan

Legal Assistant

Zeke Aviles

Financial Planner

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