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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

Client Advisor

Adam Stanowick

Associate Planner

Adela Africano

Client Associate

Adis Mehic

Client Advisor

Al Zdenek

Executive Vice President

Alan C. Hewitt

Client Advisor

Alan E. Hewitt

Client Advisor and Branch Manager

Alan Weiss

Client Advisor and Principal Emeritus

Albert Barsanti

Financial Planner

Alec Montoya

Associate Advisor

Alex Kimura

Client Advisor and Branch Manager

Alexa Willis

Financial Planner

Alexander Baker

Client Associate

Alexander Doyle

Associate Advisor

Alexis Bustillos

Legal Assistant

Alexis Scott

Client Associate

Alice McDermott

Client Advisor

Amanda Caster

Client Associate

Amanda O’Sullivan

Client Associate

Amber Adams

Client Associate

Amber Perez

Tax Assistant

Amy Ruffing

Client Associate

Andrew Barnes

Client Advisor

Andrew Beck

Associate Regional Vice President

Andrew Caceres

Tax Manager

Andrew Crim

Associate Planner

Andrew Thompson

Vice President of Inside Sales

Angel Colon

Client Advisor

Ann de Zeeuw

Client Associate

Ashlee Chu Hewitt

Tax Advisor

Austin Tanner

Client Associate

Barry Cohen

Associate Advisor

Barry Newman

Vice President, Senior Tax Advisor

Becky Leslie

Client Associate

Ben Gyulambaryan

Associate Advisor

Ben Kautz

Managing Director

Bennet Thonakkara

Client Advisor and Branch Manager

Bernadette Mitchell

Client Associate

Bethany VanDerMeid

Regional Sales Associate

Bill Berg

Senior Vice President, Senior Portfolio Manager

Bobby Arenivas

Associate Advisor

Bradley Anderson

Financial Planner

Brandon Capicotto

Client Associate

Brandon Wissinger

Client Advisor

Brenda Garcia

Client Associate

Brendan Reidy

Regional Vice President

Brett Landstrom

Client Advisor

Brian Abatemarco

Associate Regional Vice President

Brian Picariello

Client Advisor and Regional Director

Brian Sullivan

Client Advisor and Branch Manager

Brittany Benvenuto

Client Associate

Brittany Doyle

Client Service Manager

Brittany Rice

Associate Advisor

Brooks Allen

Client Associate

Bryan Bielawski

Client Advisor

Bryan Powers

Senior Vice President

Caitlin Smith

Client Associate

Candace Abrams

Client Associate

Carin Roman

Client Advisor

Carl Larimore

Client Advisor and Branch Manager

Carlos Hernandez

Financial Planner

Carrie Faulkner

Client Associate

Cary Shaw

Client Associate

Catherine Franklin

Senior Client Associate

Chanelle Van Pelt

Financial Planner

Charlene Jones

Client Associate

Charlene Maruska

Client Associate

Chelsea Manocchi

Estate Planning Attorney

Chris Graf

Regional Vice President

Christina Hung

Client Advisor

Christopher Blakely

Financial Planner

Christopher Currin

Client Advisor

Christopher J. Rogers

Investment Analyst and Portfolio Manager

Christopher S. Murphy

Associate Planner

Christopher Varney

Estate Planning Attorney

Chuck Breuch

Client Advisor

Claire Hahn

Client Associate

Colby Ripsam

Associate Planner

Colton Petty

Financial Planner

Dane Sauer

Client Advisor

Daniel Epstein

Director, Income Tax

Daniel Lime

Client Associate

Daniel M. McDermott

Client Advisor and Branch Manager

Danielle Frazier

Senior Client Associate

Danielle Read

Legal Assistant

Dave Welling

Chief Executive Officer

David Askew

Client Advisor and Branch Manager

David Barton

Vice Chairman, M&A Leader

David DeVita

Client Advisor

David E. Gardner

Vice President and Senior Client Advisor

David H. Levy

Client Advisor

David Haman

Client Advisor

David Kerber

Client Advisor and Branch Manager

David S. Currier

Client 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

Client Advisor

Drew Kanaly

Client Advisor

Duncan Wilk

Regional Vice President

Edward Dunphy

Regional Vice President

Elisha Sanchez

Lead Client Associate

Emelyne Seh

Client Associate

Emi Umezawa

Client Advisor

Emily Meier

Executive Assistant / EP Operations

Emily Messegee

Client Advisor

Eric Anderson

Client Advisor and Branch Manager

Erik W. Thurnher

Client Advisor

Eunice Kim

Associate Advisor

Fanny Guo

Client Advisor

Federico Avendano

Client Associate

Frances Smith

Associate Advisor

Frank Piccolo

Client Associate

Fred Xuereb

Regional Sales Associate

Frederick M. Hanish

G. Merrick Estes, Jr.

Regional Vice President

Gabrielle Joiner

Client Associate

Gabrielle Mollick

Client Solutions Representative

Gale Flores

Tax Advisor

Gary Williams

Client Advisor

Geoff Nelson

Regional Vice President

Geoffrey Franklin

Client Advisor

George Herr

Associate Planner

Glen Minton

Regional Vice President

Grace Bossert

Client Associate

Grace Chyun

Client Associate

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 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

Client Advisor

James Everitt

Senior Vice President

James S. Ryan

Client Advisor

James Shanton

Client Advisor

James Telfer

Client Associate

James Todd

Client Advisor

James Werner

Regional Sales Associate

Jamie Block

Client Advisor and Branch Manager

Jamie Stone

Client Advisor

Jasmine Honda

Client Associate

Jasna Veledar

Estate Planning Attorney

Jason O’Meara

Financial Planner

Jason Sobolik

Financial Planner

Javier Solis

Client Advisor

Jeff Kacal

Client 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

Jeremiah H. Barlow

Executive Vice President, Head of Family Wealth Services

Jeremy Moniz

Client Associate

Jesse Haverstock

Client Advisor

Jesse Mignone

Client Associate

Jessica Caruso

Client Advisor and Regional Director

Jinky Knoob

Client Associate

JoAnn Ferradino

Client Associate

Joanna Hsu

Client Associate

Joel Lange

Client Advisor

John Carney

Client Advisor

Jojo Cresci

Client Advisor

Jonathan Mitchell

Client Advisor

Joseph Mah

Client Advisor and Branch Manager

Joseph Young

Client Advisor and Branch Manager

Josette Hewitt

Tax Manager

Josh DeForest

Managing Director

Josh Gustafson

Head of Client Service

Joshua Fitch

Tax Manager

Joshua Fremit

Client Solutions Representative

José Castañeda

Client Solutions Representative

Judy McNary

Senior Client Advisor and Special Projects

Justin Do

Associate 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 Associate

Karrie Spencer

Client Advisor

Kathy Perry

Client Associate

Kelly Palmer

Client Advisor

Kelly Woodward

Client Service Manager

Kenneth J. Landgraf

Client Advisor

Kevin Dillon

Regional Vice President

Kevin Jack

Managing Director

Kevin Jimeno

Client Associate

Kevin Russell

Client Advisor

Kimberly Crawford

Manager of Operations

Kimberly Lorenz

Chief Compliance Officer

Korina Kaio-Maddox

Client Associate

Kristen Comeau

Associate Regional Vice President

Kseniya Ribeiro

Client Associate

Kyle Ray

Client Advisor

Laura Carrasco

Tax Manager

Laura Combs

Managing Director

Laura Cuber

Client Advisor

Laura Madariaga

Lead Client Associate

Laura Rowley

Client Advisor

Laura Thompson

Senior Regional Sales Associate

Lawrence Solomon

Client Advisor

Lesley Gran

Administrative Assistant

Li Huang

Client Associate

Linda S. Ames Lyons

Associate Advisor

Lisa Corboy

Senior Client Associate

Lisa Hensley

Client Associate

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 Associate

Louis Tzamalas

Client Associate

Luc Ceci

Financial Planner

Lucas Schwaller

Regional Vice President

Madeline I. Noveck

Client 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 Associate

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

Client Advisor

Maunsel Hickey

Client Advisor

Meagan Blazier

Client Associate

Melanie Guhit

Associate Advisor

Melissa Gioielli

Tax Advisor

Melissa Pinkerton

Client Advisor

Mendim Gecaj

Financial Planner

Merideth Gillis

Client Associate

Merry Rosadi

Legal Assistant

Michael Henry

Chief Financial Officer

Michael Karon

Client Advisor and Branch Manager

Michael Snider

Associate Advisor

Michael W. Johns

Client Advisor

Michelle Elia

Client Associate

Monica Delsanto

Client Associate

Naeshia Mota

Client Associate

Nancy Coumou

Client Advisor

Nancy R. Hudak

Lead Client Associate

Navisha Sawh

Client Associate

Neil Paolella

Client Advisor and Principal Emeritus

Nicholas Campbell

Client Advisor

Nicholas Ladaga

Regional Sales Associate

Nicholas Semko

Managing Director

Nicole Gobel

Client Advisor

Nicole Mosley

Associate Planner

Pamela Brown

Client Associate

Pamela Greene

Client Associate

Paola Ramos

Client Advisor

Patrick T. Moore

Client Advisor

Paul Seidman

Regional Vice President

Paul Seigle

Portfolio Analyst

Peter Ip

Client Advisor

Phillip Miodowski

Client Associate

Phillip Swenson

Associate Advisor

Rafael Arellano

Client Advisor

Ramsey Zreik

Client Associate

Randy Magdaluyo

Managing Director

Rebekah Burns

Financial Planner

Renée Egelski

Client Advisor

Renée Pichette

Financial Planner

Rich Davtyan

Client Advisor

Richard W. Weyers

Director National Operations

Rick Baran

Client Advisor

Roain Saunders

Associate 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

Rodney James

Client Advisor

Ron Kibbe

Client 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 Associate

Sarah Oliver

Tax Advisor

Sarai Covell

Client Associate

Scott Gesling

Senior Tax Advisor

Scott Weigel

Client Associate

Shane Rowan

Tax Advisor

Shishun Kryskalla

Client Associate

Stefani Kohler

Associate Planner

Stefen Donohue

Client Associate

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 Advisor

Steven J. Deceuninck

Client Advisor

Steven Schwartz

Client Advisor and Principal Emeritus

Susan A. Crawford Pilon

Client Advisor

Susan Evans

Client Associate

Susan Portnoi

Client 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

Client Advisor

Tiffany Stokes

Client Associate

Tim Forest

Vice President of Strategy and Analytics

Tim Kallas

Regional Vice President

Timothy Wylder

Senior Vice President

Todd LaLuzerne

Regional Vice President

Tom Herzing

Client Advisor

Tracey Turko

Client Advisor and Regional Director

Tracy O. Jackson,

Client Advisor and Branch Manager

Tyler Davis

Senior Tax Advisor

Tyler Schaefer

Regional Sales Associate

Tyler Smith

Client Advisor

W. Thomas McNary

Client Advisor

Will Mannon

Head of Sales

William Flanders

Client Associate

William McNutt

Financial Planner

William Perysian

Managing Director

Yisen Cai

Client Advisor

Yvonne Wood

Client Advisor

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