Skip to main content

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

John Abrahamson

Client Advisor and Principal Emeritus

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

Trey Anderson

Client Associate

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

David Barton

Vice Chairman, M&A Leader

Stephen Bauer

Client Solutions Representative

Andrew Beck

Associate Regional Vice President

Colin A. Bell

Client Advisor

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

Matthew R. Bohrer

Client Advisor and Regional Director

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

Alexandra Chambers

Estate Planning Attorney

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

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

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 - Sales

Mark Falamoun

Client Associate

Devin Farrow

Regional Vice President

Stephanie Fernandes

Financial Planner

JoAnn Ferradino

Client Associate

Joshua Fitch

Tax Manager

William Flanders

Client Associate

Gale Flores

Tax Advisor

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

Mark S. Germain

Managing Director

Douglas Gilbert

Regional Vice President

Merideth Gillis

Client Associate

Vince R. Gimarelli

Managing Director

Melissa Gioielli

Tax Advisor

Nicole Gobel

Client Advisor

Chris Graf

Regional Vice President

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

Senior 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

Sarah Howard

Associate Planner

Joanna Hsu

Client Associate

Li Huang

Client Associate

Nancy R. Hudak

Senior Client Associate

Christina Hung

Client Advisor

Barry Hyman

Regional Vice President

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

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

Alise Kraus

Client Advisor and Branch Manager

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 - First Ohio

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

Kevin Monson

Client Associate

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

Legal Assistant

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 - Sales

Paola Ramos

Client Advisor

Kyle Ray

Client Advisor

Norinda Ray

Client Associate

Brendan Reidy

Regional Vice President

Denise Rhodey

Senior Client Associate

Kseniya Ribeiro

Client Associate

Brittany Rice

Associate Advisor

Colby Ripsam

Associate Planner

Steve Roberts

Client Advisor and Branch Manager

Carin Roman

Client Advisor

Merry Rosadi

Legal Assistant

Shane Rowan

Tax Advisor

Laura Rowley

Client Advisor

Kevin Russell

Client Advisor

James S. Ryan

Client Advisor

Elisha Sanchez

Senior 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

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

Adam Stanowick

Associate Planner

Tiffany Stokes

Client Associate

Jamie Stone

Client Advisor

Doug Suhr

Regional Vice President

Brian Sullivan

Client Advisor and Branch Manager

Phillip Swenson

Associate Advisor

Gregory V. Taylor

Client Advisor

Austin Tanner

Client Associate

James Telfer

Client Associate

Tanya Thomasson

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

Alexa Willis

Financial Planner

Duncan Wilk

Regional Vice President

Gary Williams

Client Advisor

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

Talk to Us.