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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

Associate 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 Barnes

Wealth Advisor

Andrew Beck

Associate Regional Vice President

Andrew Caceres

Tax Manager

Andrew Crim

Associate Financial Planner

Andrew Medders

Senior Client Advisor & Sales

Andrew Paine

Vice President, Finance

Andrew Shannon

Associate Wealth Advisor

Andrew Thompson

Vice President of Inside Sales

Angel Colon

Wealth Advisor

Angela Fernandez

Client Service Coordinator

Angela Tucker

Operations Specialist

Ann de Zeeuw

Client Service Specialist

Anuska Kovalcheck

Client Service Specialist

Ashlee Chu Hewitt

Tax Advisor

Austin Tanner

Associate Financial Planner

Barry Cohen

Associate Wealth Advisor

Barry Newman

Vice President, Senior Tax Advisor

Becky Leslie

Client Service Specialist

Ben Bramer

Deputy Chief Compliance Officer

Ben Gyulambaryan

Associate Wealth Advisor

Ben Kautz

Managing Director

Ben Lim

Senior Tax Advisor

Bennet Thonakkara

Sr. Wealth Advisor, Director

Bernadette Mitchell

Client Service Specialist

Bethany VanDerMeid

Regional Sales Associate

Bill Berg

Sr. Wealth Advisor

Bobby Arenivas

Associate Wealth Advisor

Brad White

Sr. Wealth Advisor, Director

Bradley Anderson

Financial Planner

Brandon Capicotto

Client Service Specialist

Brandon Wissinger

Wealth Advisor

Brenda Garcia

Client Service Specialist

Brendan Reidy

Regional Vice President

Brennan Wehrle

Client Services Specialist

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

Law Clerk - Estate Planning

Brittani Woodruff

Client Service Specialist

Brittany Benvenuto

Client Service Specialist

Brittany Doyle

Client Service Manager

Brittany Rice

Wealth Advisor

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 Service Specialist

Cameron Holt

Client Service Specialist

Candace Abrams

Client Service Specialist

Carin Roman

Wealth Advisor

Carl Larimore

Wealth Advisor, Director

Carlos Hernandez

Associate Wealth Advisor

Catherine Franklin

Sr. Client Service Specialist

Cathy Hoang

Portfolio Operations Specialist

Cathy Miller

Sr. Wealth Advisor, Sr. Director

Chanelle Van Pelt

Financial Planner

Charlene Jones

Client Service Specialist

Charlene Maruska

Client Service Specialist

Chase Carmichael

Regional Vice President

Chelsea Manocchi

Estate Planning Attorney

Chris Jameson

Regional Vice President

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

Financial Planner

Claire Hahn

Client Service Specialist

Claire Layman

Client Service Specialist

Colby Ripsam

Associate Financial Planner

Colton Petty

Financial Planner

Corey Bird

Regional Vice President

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

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

Wealth Advisor, Director

David Maniola

Senior Tax Advisor

David S. Currier

Wealth Advisor

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

Donna Skeels Cygan

Client Advisor and Branch Manager

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

Executive Assistant / EP Operations

Emily Messegee

Wealth Advisor

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 Neece

Wealth Advisor

Erin Olsen

M&A Investment Operations Project Manager

Ernie George

Director

Eunice Kim

Associate Wealth Advisor

Fanny Guo

Wealth Advisor

Federico Avendano

Client Service Specialist

Frances Smith

Wealth Advisor

Frank Piccolo

Client Service Specialist

Fred Xuereb

Regional Sales Associate

Frederick M. Hanish

Sr. Wealth Advisor

G. Carl Mahler, Jr.

Sr. Wealth Advisor, Director

G. Merrick Estes, Jr.

Regional Vice President

Gabrielle Joiner

Client Service Specialist

Gabrielle Mollick

Financial Planner

Gale Flores

Tax Advisor

Garrett Cauley

Insurance Operations Specialist

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

Irina Polyakova

Vice President, Senior Tax Advisor

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

Jacqueline D. Adler

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

Wealth Advisor

James Werner

Regional Sales Associate

Jamie Block

Sr. Wealth Advisor, Director

Jamie Stone

Wealth Advisor

Janis Biggers

Wealth Advisor

Jaron Carmichael

Wealth Advisor

Jasmine Honda

Client Service Specialist

Jasna Veledar

Estate Planning Attorney

Jason O’Meara

Associate 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 Lokken

Wealth Advisor

Jeffrey Marchiorlatti

Regional Vice President

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

Jeremy Moniz

Client Service Specialist

Jesse Haverstock

Wealth Advisor

Jesse Mignone

Client Service Specialist

Jessica Caruso

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

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, Director

Josette Hewitt

Tax Manager

Josh DeForest

Managing Director

Josh Gustafson

Head of Wealth Management

Joshua Fitch

Tax Manager

Joshua Fremit

Client Solutions Representative

Josiah Taylor

Client Service Specialist

José Castañeda

Client Solutions Representative

Judith A. McGee

Executive Vice President, Senior Lead Advisor

Judy McNary

Director of Corporate Responsibility

Julianne Andrews

Sr. Wealth Advisor, Sr. Director

Justin Do

Associate Financial Planner

Justin Shane

Associate Wealth Advisor

Kara Duckworth

Managing Director of Client Experience

Karen Lee

Chief Business Solutions Officer

Karrie Spencer

Wealth Advisor

Kate Schelonka

Client Solutions Representative

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

Associate 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

Associate Wealth Advisor

Lindsay Black

Associate Financial Planner

Linette Barajas

Client Service Coordinator

Linette Dobbins

Sr. Wealth Advisor, Director

Lisa Corboy

Sr. Client Service Specialist

Lisa J. Miller

Manager of Operations

Lissy Schaefer

Senior Legal Assistant

Logan L. Baker

Vice President, Estate Planning

Lonnie Dorn

Sr. Wealth Advisor

Loren Pierson

Chief Operating Officer

Luc Ceci

Financial Planner

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

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 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

Maunsel Hickey

Wealth Advisor

Meagan Blazier

Client Service Specialist

Melanie Guhit

Wealth Advisor

Melanie J. Keiser

Sr. Wealth Advisor

Melissa Dresnok

Financial Planner

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 Snider

Associate Wealth Advisor

Michael Uyemura

Manager, Investment Strategy Group

Michael W. Johns

Wealth Advisor

Michelle Elia

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

Associate Financial Planner

Nicole Mosley

Associate Financial Planner

Pamela Brown

Client Service Specialist

Pamela Greene

Client Service Specialist

Paola Ramos

Wealth Advisor

Pat Wynne

Associate Wealth Advisor

Patrick Comer

Wealth Advisor

Patrick T. Moore

Wealth Advisor

Paul Seidman

Regional Vice President

Paul Seigle

Portfolio Analyst

Peter Ip

Sr. Wealth Advisor

Phillip Miodowski

Client Service Specialist

Phillip Swenson

Associate Wealth Advisor

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

Remington Hasty

Client Service Specialist

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 Baran

Wealth Advisor

Rick Henderson

Sr. Wealth Advisor

Roain Saunders

Associate Financial Planner

Robert Borden

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 Elder

Director of Human Resources

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

Satchel Ziffer

Portfolio Analyst

Scott Kays

Managing Director

Scott Weigel

Client Service Specialist

Shane Rowan

Tax Advisor

Shannon Temple

Legal Assistant

Sheree Leonatti

Legal Assistant

Sophia Berglund, MS

Client Service Specialist

Stacie Hostetler

Manager of Operations

Stefani Kohler

Associate Financial Planner

Stefen Donohue

Client Service Specialist

Stephanie Anderson

Wealth Advisor

Stephanie Fernandes

Financial Planner

Stephanie White

Client Service Coordinator

Stephen Bauer

Client Solutions Representative

Stephen Prinster

Director of Investment Operations

Stevan Downs

Senior Tax Advisor

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

Regional Sales Associate

Sydney Kirkes

Sr. Client Service Specialist

Tammy Cooper

Sr. Financial Planner

Tanya Thomasson

Regional Operations Manager and Financial Planner

Tarek McAlee

Wealth Advisor

Terry Bobo

Director of Insurance Solutions

Tessa Bonifacio

Portfolio Analyst

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

Trace Alexander

Senior Estate Planning Attorney

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

Will Mannon

Head of Sales

William Flanders

Client Service Specialist

William McNutt

Financial Planner

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

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