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.
Brian Abatemarco
Associate Regional Vice President
Candace Abrams
Client Associate
Mari Adam
Client Advisor and Branch Manager
Amber Adams
Client Associate
Adela Africano
Client Associate
Kenneth Ajello
Associate Planner
Greg Alger
Unique Asset Manager
Brooks Allen
Client Associate
Robin Allis
Team Manager, Client Solutions Team
Jerilyn Alport
Client Associate
Linda S. Ames Lyons
Associate Advisor
Eric Anderson
Client Advisor and Branch Manager
Stephanie Anderson
Client Advisor
Heather Aragona
Client Associate
Rafael Arellano
Client Advisor
Bobby Arenivas
Associate Advisor
David Askew
Client Advisor and Branch Manager
Federico Avendano
Client Associate
Jennifer Baick
Client Advisor
Alexander Baker
Client Associate
Logan L. Baker
Vice President, Estate Planning
Rick Baran
Client Advisor
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
Andrew Barnes
Client Advisor
Albert Barsanti
Financial Planner
David Barton
Vice Chairman, M&A Leader
Stephen Bauer
Client Solutions Representative
Andrew Beck
Associate Regional Vice President
Brittany Benvenuto
Client Associate
Bill Berg
Senior Vice President, Senior Portfolio Manager
Bryan Bielawski
Client Advisor
Christopher Blakely
Financial Planner
Meagan Blazier
Client Associate
Jamie Block
Client Advisor and Branch Manager
Terry Bobo
Director of Insurance Solutions
Lori Bodenhamer
Client Associate
Matthew R. Bohrer
Client Advisor and Regional Director
Tessa Bonifacio
Investment Administrator
J.J. Boot
Client Associate
Robert Borden
Financial Planner
Rudolph Brandes
Client Advisor
Chuck Breuch
Client Advisor
Pamela Brown
Client Associate
Jack Bruno
Client Associate
Rebekah Burns
Financial Planner
Alexis Bustillos
Legal Assistant
Andrew Caceres
Tax Manager
Chanelle Van Pelt
Associate Planner
Yisen Cai
Client Advisor
Donald Calcagni
Chief Investment Officer
Nicholas Campbell
Client Advisor
Brandon Capicotto
Client Associate
Heather Jenkins Capps
Associate Advisor
John Carney
Client Advisor
Laura Carrasco
Tax Manager
Jessica Caruso
Client Advisor and Regional Director
José Castañeda
Client Solutions Representative
Amanda Caster
Client Associate
Karla Castillo
Client Associate
Luc Ceci
Financial Planner
Kenneth Chavis IV
Financial Planner
Marie Chao
Client Advisor
Grace Chyun
Client Associate
Barry Cohen
Associate Advisor
Angel Colon
Client Advisor
Laura Combs
Managing Director
Kristen Comeau
Associate Regional Vice President
Matt Cook
Managing Director
Tammy Cooper
Financial Planner
Lisa Corboy
Senior Client Associate
Nancy Coumou
Client Advisor
Sarai Covell
Client Associate
Jojo Cresci
Client Advisor
Steven Crevar
Associate Advisor
Andrew Crim
Associate Planner
Laura Cuber
Client Advisor
David S. Currier
Client Advisor
Christopher Currin
Client Advisor
Donna Skeels Cygan
Client Advisor and Branch Manager
Tyler Davis
Senior Tax Advisor
Rich Davtyan
Client Advisor
Ann de Zeeuw
Client Associate
Steven J. Deceuninck
Client Advisor
Josh DeForest
Managing Director
Monica Delsanto
Client Associate
Gregory Dennie
Client Associate
David DeVita
Client Advisor
Kevin Dillon
Regional Vice President
Justin Do
Associate Planner
Stefen Donohue
Client Associate
Mark Doran
Senior Tax Director
Lonnie Dorn
Client Advisor
Stevan Downs
Senior Tax Advisor
Alexander Doyle
Associate Advisor
Brittany Doyle
Client Service Manager
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Renée Egelski
Client Advisor
Samantha Elder
Director of Human Resources
Michelle Elia
Client Associate
Jenna Elliott
Managing Attorney, Estate Planning
Mathew Encino
Vice President - General Counsel
Daniel Epstein
Director, Income Tax
Mark Eshman
Senior Vice President
G. Merrick Estes, Jr.
Regional Vice President
Susan Evans
Client Associate
James Everitt
Senior Vice President
Doug Fabian
Senior Vice President
Mark Falamoun
Client Associate
Devin Farrow
Regional Vice President
Carrie Faulkner
Client Associate
Stephanie Fernandes
Financial Planner
JoAnn Ferradino
Client Associate
Joshua Fitch
Tax Manager
William Flanders
Client Associate
Gale Flores
Tax Advisor
Tim Forest
Vice President of Strategy and Analytics
Haana Frank
Client Associate
Catherine Franklin
Senior Client Associate
Geoffrey Franklin
Client Advisor
Danielle Frazier
Senior Client Associate
Brenda Garcia
Client Associate
David E. Gardner
Vice President and Senior Client Advisor
Mendim Gecaj
Financial Planner
Jacob Gee
Client Associate
Susy Gibo
Regional Sales Associate
Jack Gilligan
Client Advisor
Mark S. Germain
Managing Director
Scott Gesling
Senior Tax Advisor
Douglas Gilbert
Regional Vice President
Merideth Gillis
Client Associate
Melissa Gioielli
Tax Advisor
Nicole Gobel
Client Advisor
Chris Graf
Regional Vice President
Lesley Gran
Administrative Assistant
Pamela Greene
Client Associate
Melanie Guhit
Associate Advisor
Fanny Guo
Client Advisor
Josh Gustafson
Head of Client Service
Ben Gyulambaryan
Associate Advisor
Claire Hahn
Client Associate
David Haman
Client Advisor
Mary Hamshou
Client Associate
Marzena Hanek
Lead Client Associate
Frederick M. Hanish
Drew Harper
Client Advisor
Ross Hasek
Client Associate
Jesse Haverstock
Client Advisor
Michael Henry
Chief Financial Officer
Lisa Hensley
Client Associate
Carlos Hernandez
Financial Planner
Tom Herzing
Client Advisor
Alan C. Hewitt
Client Advisor
Alan E. Hewitt
Client Advisor and Branch Manager
Ashlee Chu Hewitt
Tax Advisor
Josette Hewitt
Tax Manager
Maunsel Hickey
Client Advisor
Jasmine Honda
Client Associate
Joanna Hsu
Client Associate
Li Huang
Client Associate
Nancy R. Hudak
Lead Client Associate
Christina Hung
Client Advisor
Peter Ip
Client Advisor
Kevin Jack
Managing Director
Tracy O. Jackson,
Client Advisor and Branch Manager
Jacob Jaegle
Client Advisor
Rodney James
Client Advisor
Magdanny Jara
Tax Advisor
Kevin Jimeno
Client Associate
Michael W. Johns
Client Advisor
Gabrielle Joiner
Client Associate
Jeff Kacal
Client Advisor
Korina Kaio-Maddox
Client Associate
Tim Kallas
Regional Vice President
Drew Kanaly
Client Advisor
Michael Karon
Client Advisor and Branch Manager
Jeff Katz
Regional Vice President
Ben Kautz
Managing Director
Thomas Keeney
Client Advisor
David Kerber
Client Advisor and Branch Manager
Kristen Kestel
Client Advisor
Sam Khan
Regional Vice President
Ron Kibbe
Client Advisor
Martha Kilfoy
Receptionist
Eunice Kim
Associate Advisor
Alex Kimura
Client Advisor and Branch Manager
Sydney Kirkes
Senior Client Associate
Jinky Knoob
Client Associate
Stefani Kohler
Associate Planner
Roxanne Konieczka
Client Associate
Shishun Kryskalla
Client Associate
Nicholas Ladaga
Regional Sales Associate
Todd LaLuzerne
Regional Vice President
Kenneth J. Landgraf
Client Advisor
Brett Landstrom
Client Advisor
Joel Lange
Client Advisor
Aaron Langston
Regional Vice President
Carl Larimore
Client Advisor and Branch Manager
Robert Lau
Client Advisor and Branch Manager
Harmon Laurin
Senior Vice President
Dedrick Lee II
Legal Assistant
Karen Lee
Chief Marketing and Strategy Officer
Martine Lellis
Chief Talent and Business Solutions Officer
Becky Leslie
Client Associate
Marie Levinsky
Client Associate
David H. Levy
Client Advisor
Daniel Lime
Client Associate
Jeffrey Lokken
Client Advisor & Branch Manager
Laura Madariaga
Senior Client Associate
Randy Magdaluyo
Managing Director
Joseph Mah
Client Advisor and Branch Manager
Will Mannon
Head of Sales
Jeffrey Marchiorlatti
Regional Vice President
Charlene Maruska
Client Associate
Matthew McCarthy
Senior Tax Advisor
Alice McDermott
Client Advisor
Daniel M. McDermott
Client Advisor and Branch Manager
Judy McNary
Senior Client Advisor and Special Projects
W. Thomas McNary
Client Advisor
William McNutt
Financial Planner
Adis Mehic
Client Advisor
Emily Meier
Executive Assistant / EP Operations
Emily Messegee
Client Advisor
Jesse Mignone
Client Associate
Lisa J. Miller
Manager of Operations
Jeff Minc
Financial Planner
Glen Minton
Regional Vice President
Phillip Miodowski
Client Associate
Bernadette Mitchell
Client Associate
Jonathan Mitchell
Client Advisor
Sandra Mitchell
Client Associate
Gabrielle Mollick
Client Solutions Representative
Jeremy Moniz
Client Associate
Alec Montoya
Associate Advisor
Patrick T. Moore
Client Advisor
Nicole Mosley
Associate Planner
Naeshia Mota
Client Associate
Christopher S. Murphy
Associate Planner
Dean R. Murray
Client Advisor
Geoff Nelson
Regional Vice President
William Nelson
Chief Compliance Officer
Barry Newman
Vice President, Senior Tax Advisor
Marc A. Normann
Regional Vice President
Madeline I. Noveck
Client Advisor
Jason O’Meara
Financial Planner
Amanda O’Sullivan
Client Associate
Sarah Oliver
Tax Advisor
Kelly Palmer
Client Advisor
Neil Paolella
Client Advisor and Principal Emeritus
Vijay C. Patel
Client Advisor
Amber Perez
Tax Assistant
Kathy Perry
Client Associate
William Perysian
Managing Director
Brian Picariello
Client Advisor and Regional Director
Frank Piccolo
Client Associate
Renée Pichette
Financial Planner
Loren Pierson
Chief Operating Officer
Susan A. Crawford Pilon
Client Advisor
Melissa Pinkerton
Client Advisor
Irina Polyakova
Vice President, Senior Tax Advisor
Susan Portnoi
Client Advisor
Bryan Powers
Senior Vice President
Paola Ramos
Client Advisor
Kyle Ray
Client Advisor
Danielle Read
Legal Assistant
Robert Reed, Jr.
Client Advisor and Branch Manager
Brendan Reidy
Regional Vice President
Denise Rhodey
Lead Client Associate
Kseniya Ribeiro
Client Associate
Brittany Rice
Associate Advisor
Colby Ripsam
Associate Planner
Steve Roberts
Client Advisor and Branch Manager
Christopher J. Rogers
Investment Analyst and Portfolio Manager
Carin Roman
Client Advisor
Merry Rosadi
Legal Assistant
Shane Rowan
Tax Advisor
Laura Rowley
Client Advisor
Amy Ruffing
Client Associate
Kevin Russell
Client Advisor
James S. Ryan
Client Advisor
Elisha Sanchez
Lead Client Associate
Dane Sauer
Client Advisor
Roain Saunders
Associate Planner
Maeve Schmid
Associate Planner
Navisha Sawh
Client Associate
Tyler Schaefer
Client Associate
Lucas Schwaller
Regional Vice President
Steven Schwartz
Client Advisor and Principal Emeritus
Alexis Scott
Client Associate
Emelyne Seh
Client Associate
Paul Seidman
Regional Vice President
Paul Seigle
Portfolio Analyst
Nicholas Semko
Managing Director
Justin Shane
Financial Planner
James Shanton
Client Advisor
Cary Shaw
Client Associate
Matthew W. Sheets
Client Advisor
Mary Jean Short
Client Associate
Caitlin Smith
Client Associate
Frances Smith
Associate Advisor
Mark J. Smith
Client Advisor and Branch Manager
Tyler Smith
Client Advisor
Michael Snider
Associate Advisor
Jason Sobolik
Financial Planner
Javier Solis
Client Advisor
Lawrence Solomon
Client Advisor
Karrie Spencer
Client Advisor
Adam Stanowick
Associate Planner
Tiffany Stokes
Client Associate
Jamie Stone
Client Advisor
Brian Sullivan
Client Advisor and Branch Manager
Phillip Swenson
Associate Advisor
Austin Tanner
Client Associate
James Telfer
Client Associate
Tanya Thomasson
Regional Operations Manager and Financial Planner
Laura Thompson
Senior Regional Sales Associate
Bennet Thonakkara
Client Advisor and Branch Manager
Erik W. Thurnher
Client Advisor
James Todd
Client Advisor
Robert Toomire
Regional Vice President
Matthew Truckner
Tax Advisor
Susan Travis
Client Advisor and Regional Director
Tracey Turko
Client Advisor and Regional Director
Louis Tzamalas
Client Associate
Emi Umezawa
Client Advisor
Bethany VanDerMeid
Client Associate
Christopher Varney
Estate Planning Attorney
David Ventura
Associate Planner
Scott Weigel
Client Associate
Alan Weiss
Client Advisor and Principal Emeritus
Dave Welling
Chief Executive Officer
James Werner
Regional Sales Associate
Richard W. Weyers
Director National Operations
Duncan Wilk
Regional Vice President
Gary Williams
Client Advisor
Alexa Willis
Financial Planner
Greg A. Willsey
Client Advisor and Branch Manager
Draysen Wilson
Client Associate
Brandon Wissinger
Client Advisor
Yvonne Wood
Client Advisor
Kelly Woodward
Client Service Manager
Timothy Wylder
Senior Vice President
Fred Xuereb
Regional Sales Associate
Joseph Young
Client Advisor and Branch Manager
Al Zdenek
Executive Vice President
Desiree Zreik
Tax Advisor
Ramsey Zreik
Client Associate