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 PLANNERS™, 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.
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- Advisors & Planners
- Estate & Tax Planning
- Leadership
Brian Abatemarco
Regional Sales Associate
John Abrahamson
Principal Emeritus
Adela Africano
Client Associate
Kenneth Ajello
Client Associate
Greg Alger
Unique Asset Manager
Brooks Allen
Client Associate
Robin Allis
Team Manager, Client Solutions Team
Linda S. Ames Lyons
Financial Planner and Assistant Branch Manager
Eric Anderson
Client Advisor and Branch Manager
Stephanie Anderson
Client Advisor
Trey Anderson
Client Associate
Heather Aragona
Client Associate
Rafael Arellano
Financial Planner
Bobby Arenivas
Financial Planner
David Askew
Client Advisor
Daniel Aulicino
Client Advisor
Meagan Blazier
Client Associate
Jennifer Baick
Client Advisor
Logan L. Baker
Estate Planning Attorney
Rick Baran
Client Advisor
Linda Barcheski
Client Associate
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
David Barton
Vice Chairman, M&A Leader
Stephen Bauer
Client Solutions Representative
Andrew Beck
Regional Sales Associate
Colin A. Bell
Client Advisor
Bill Berg
Senior Vice President, Senior Portfolio Manager
Sheryl Berkowitz
Client Associate
Bryan Bielawski
Client Advisor
Christopher Blakely
Financial Planner
Jamie Block
Client Advisor
Matthew R. Bohrer
Client Advisor and Regional Director
J.J. Boot
Client Associate
Chuck Breuch
Client Advisor
Jayaprada Brower
Financial Planner
Alexis Bustillos
Legal Assistant
Christopher R. Cacchiola
Client Advisor
Andrew Caceres
Senior Tax Advisor
Chanelle Van Pelt
Associate Planner
Yisen Cai
Client Advisor and Tax Advisor
Donald Calcagni
Chief Investment Officer
Nicholas Campbell
Client Advisor
Brandon Capicotto
Client Associate
Heather Jenkins Capps
Financial Planner
John Carney
Client Advisor
Laura Carrasco
Tax Manager
Jessica Caruso
Client Advisor and Branch Manager
José Castañeda
Client Solutions Representative
Amanda Caster
Client Associate
Karla Castillo
Client Associate
Alexandra Chambers
Estate Planning Attorney
Angel Colon
Client Advisor
Laura Combs
Client Advisor and Regional Director
Kristen Comeau
Regional Sales Associate
Matt Cook
Client Advisor and Branch Manager
Tammy Cooper
Financial Planner
Lisa Corboy
Client Associate
Nancy Coumou
Client Advisor
Jojo Cresci
Financial Planner
Steven Crevar
Financial Planner
Andrew Crim
Client Associate
Kerry Crowley
Manager of Operations, BWM
Laura Cuber
Client Advisor
Christopher Currin
Client Advisor
Jenna Dana
Managing Attorney, Estate Planning
Ann de Zeeuw
Client Associate
Josh DeForest
Client Advisor and Regional Director
Bonnie Dekrey
Client Associate
Elizabeth B. deSousa
Client Advisor
David DeVita
Client Advisor
Kevin Dillon
Regional Vice President
Justin Do
Client Associate
Mark Doran
Senior Tax Director
Michael T. Doran
Client Associate
Stevan Downs
Senior Tax Advisor
Alexander Doyle
Financial Planner
Kara Duckworth
Client Advisor and Managing Director of Client Experience
John Eckel
Client Advisor, Area Manager
Renée Egelski
Client Advisor
Samantha Elder
Director of Human Resources
Michelle Elia
Client Associate
Daniel Epstein
Senior Tax Manager
G. Merrick Estes, Jr.
Regional Vice President
Susan Evans
Client Associate
Doug Fabian
Executive Vice President
Devin Farrow
Regional Vice President
Rocio Fitzgerald
Client Associate
Geoffrey Franklin
Client Advisor
Danielle Frazier
Client Associate
Michael J. Freiling
Client Advisor
David E. Gardner
Vice President and Senior Client Advisor
Mendim Gecaj
Financial Planner
Jacob Gee
Client Associate
Mark S. Germain
Managing Director
Douglas Gilbert
Regional Vice President
Merideth Gillis
Client Associate
Vince R. Gimarelli
Managing Director
Melissa Gioielli
Tax Associate
Nicole Gobel
Client Advisor
Chris Graf
Regional Vice President
Pamela Greene
Client Associate
Marci Griffin
Client Associate
Melanie Guhit
Financial Planner
Fanny Guo
Client Advisor
Josh Gustafson
Head of Client Service
Ben Gyulambaryan
Financial Planner
Claire Hahn
Client Associate
David Haman
Client Advisor
Mary Hamshou
Client Associate
Marzena Hanek
Client Associate
Ross Hasek
Client Associate
Jesse Haverstock
Client Advisor
Catherine Heimer
Client Associate
Joseph Henry
Regional Vice President
Lisa Hensley
Client Associate
Carlos Hernandez
Financial Planner
Tom Herzing
Client Advisor
Judith Hirotaka
Client Advisor
Sarah Howard
Client Associate
Li Huang
Client Associate
Nancy R. Hudak
Senior Client Associate
Barry Hyman
Regional Vice President
Peter Ip
Client Advisor
Kevin Jack
Client Advisor and Regional Director
Rodney James
Client Advisor
Magdanny Jara
Tax Advisor
Michael W. Johns
Client Advisor
Gabrielle Joiner
Client Associate
Renée Judycki
Client Advisor
Jeff Kacal
Managing Director
Korina Kaio-Maddox
Client Associate
Drew Kanaly
Client Advisor and Chairman Emeritus Kanaly Trust
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
Sydney Kirkes
Client Associate
Stefani Kohler
Associate Planner
Alise Kraus
Client Advisor and Branch Manager
Shishun Kryskalla
Client Associate
Brandon Kurz
Financial Planner
Kristofer Lachapel
Client Associate
Nicholas Ladaga
Client Associate
Todd LaLuzerne
Regional Vice President
Brett Landstrom
Client Advisor
Joel Lange
Client Advisor
Aaron Langston
Regional Vice President
Carl Larimore
Client Advisor and Branch Manager
Harmon Laurin
Senior Vice President
Dedrick Lee II
Legal Assistant
Jaron Lee
Client Associate
Karen Lee
Chief Marketing and Strategy Officer
Stephen I. Lee
Client Advisor
Becky Leslie
Client Associate
Marie Levinsky
Client Associate
Jeffrey Lokken
Client Advisor and Branch Manager
Patricia Lokken
Client Associate
Laura Madariaga
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
Legal Assistant
Jesse Mignone
Client Associate
Jeff Minc
Financial Planner
Glen Minton
Regional Vice President
Phillip Miodowski
Client Associate
Jonathan Mitchell
Client Advisor
Sandra Mitchell
Client Associate
Gabrielle Mollick
Client Solutions Representative
Susan Monaghan
Financial Planner
Jeremy Moniz
Client Associate
Alec Montoya
Financial Planner
Nicole Mosley
Client Associate
Naeshia Mota
Client Associate
Christopher S. Murphy
Client Associate
Dean R. Murray
Client Advisor and Branch Manager
Patricia Nagle
Client Service Manager
Geoff Nelson
Regional Vice President
William Nelson
Chief Compliance Officer
Andrew Neville
Estate Planning Attorney
Barry Newman
Senior Tax Director
Marc A. Normann
Regional Vice President
Madeline I. Noveck
Client Advisor
Amanda O’Sullivan
Client Associate
Kelly Palmer
Client Advisor
Jesse J. Pantano
Regional Vice President
Neil Paolella
Client Advisor and Branch Manager
Vijay C. Patel
Client Advisor
William Perysian
Managing Director
Brian Picariello
Senior Vice President, Client Advisor and Branch Manager
Frank Piccolo
Client Associate
Renée Pichette
Client Associate
Loren Pierson
Chief Operating Officer
Susan A. Crawford Pilon
Client Advisor
Melissa Pinkerton
Client Advisor
Irina Polyakova
Tax Manager
Susan Portnoi
Client Advisor
Bryan Powers
Regional Vice President
Paola Ramos
Financial Planner
Renae Ransdell
Client Advisor
Norinda Ray
Client Associate
Denise Rhodey
Senior Client Associate
Kseniya Ribeiro
Client Associate
Merry Rosadi
Legal Assistant
Shane Rowan
Tax Advisor
Laura Rowley
Client Advisor
Kevin Russell
Client Advisor
Elisha Sanchez
Client Associate
Dane Sauer
Financial Planner
Maeve Schmid
Client Associate
Justin Scholljegerdes
Client Associate
Lucas Schwaller
Regional Vice President
Steven Schwartz
Client Advisor and Branch Manager
Alexis Scott
Client Associate
Emelyne Seh
Client Associate
Paul Seidman
Regional Vice President
Nicholas Semko
Managing Director
Justin Shane
Financial Planner
Cary Shaw
Client Associate
Matthew Shea
Senior Tax Advisor
Matthew W. Sheets
Client Advisor
Frances Smith
Financial Planner
Tyler Smith
Client Advisor
Michael Snider
Financial Planner
Jason Sobolik
Financial Planner
Javier Solis
Client Advisor
Lawrence Solomon
Client Advisor
Adam Stanowick
Client Associate
Tiffany Stokes
Client Associate
Jamie Stone
Client Advisor
Doug Suhr
Regional Vice President
Brian Sullivan
Client Advisor and Branch Manager
Phillip Swenson
Financial Planner
Gregory V. Taylor
Regional Vice President
James Telfer
Client Associate
LaShauna Thomas
Client Associate
Tanya Thomasson
Senior Client Associate
Laura Thompson
Client Experience Manager
Brady Tice
Regional Sales Associate
James Todd
Client Advisor
Robert Toomire
Regional Vice President
Susan Travis
Client Advisor and Branch Manager
Tracey Turko
Client Advisor and Regional Director
Louis Tzamalas
Client Associate
Emi Umezawa
Client Advisor
Bethany VanDerMeid
Client Associate
David Ventura
Client Associate
Karsten Voermann
Chief Financial Officer
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
Timothy Wylder
Senior Vice President
Fred Xuereb
Client Associate
Joseph Young
Client Advisor and Branch Manager
Al Zdenek
Executive Vice President