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
Johnathan Aelmore
Client Advisor
Adela Africano
Client Associate
Kenneth Ajello
Client Administrator
Greg Alger
Senior Vice President and Special Assets Manager
Eric Anderson
Regional Vice President
Tomiko Arthur
Client Service Associate
Bobby Arenivas
Assistant Vice President and Wealth Strategist
David Askew
Client Advisor
Logan L. Baker
Estate Planning Attorney
Jennifer Baick
Client Advisor
Rick Baran
Client Advisor
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
David Barton
Vice Chairman, M&A Leader
Brooke Bees
Client Advisor
Ofer Ben-Menahem
Regional Vice President
Ryan W. Bergmann
Client Advisor
Sheryl Berkowitz
Branch Financial Administrator
Bryan Bielawski
Client Advisor
Jamie Block
Client Advisor
Chuck Breuch
Client Advisor
Kiará Brown
Client Associate
Alexis Bustillos
Legal Assistant
Andrew Caceres
Senior Tax Advisor
Chanelle Caguin
Client Associate
Yisen Cai
Client Advisor and Tax Advisor
Donald Calcagni
Chief Investment Officer
Nicholas Campbell
Client Advisor
Brandon Capicotto
Client Associate
Heather Jenkins Capps
Assistant Vice President and Wealth Strategist
Laura Carrasco
Tax Manager
Jessica Caruso
Client Advisor
Diane Cavanaugh
Client Associate
Alexandra Chambers
Attorney - Estate Planning Operations
Edzai Chimedza
Financial Planner
Matt Cook
Client Advisor and Branch Manager
Tammy Cooper
Financial Planner
Sue Cole
Client Service Associate
Laura Combs
Client Advisor and Branch Manager
Lisa Corboy
Client Administrator
Nancy Coumou
Client Advisor
Laura Cuber
Client Advisor
Christopher Currin
Client Advisor
Sarah Dall
Executive Administrative Assistant
Jenna Dana
Estate Planning Attorney
Josh DeForest
Client Advisor and Branch Manager
Elizabeth B. deSousa
Client Advisor
David DeVita
Client Advisor
Kevin Dillon
Regional Vice President
Joseph DiPiazza
Client Administrator
Justin Do
Client Associate
Mark Doran
Tax Director
Michael T. Doran
Client Associate
Alexander Doyle
Client Associate
Kara Duckworth
Client Advisor
Jessica Duxstad
Client Associate
Catherine Eckel
Transition Consultant
John Eckel
Client Advisor, Area Manager
Samantha Elder
Director of Human Resources
G. Merrick Estes, Jr.
Regional Vice President
Doug Fabian
Executive Vice President
Marina Ferrone
Senior Tax Planning Advisor
Derek Finley
Assistant Vice President and Wealth Strategist
John Flanagan
Client Advisor & Branch Manager
Adam Fullmer
Financial Planner
Jalen Garrett
Client Administrator
Mendim Gecaj
Financial Planner
William Geisz
Client Associate
Douglas Gilbert
Regional Vice President
Vince R. Gimarelli
Managing Director
Clint Gioia
Client Administrator
Melissa Gioielli
Tax Associate
Nicole Gobel
Client Advisor
Linnea Goebel
Legal Administrator
Chris Graf
Regional Vice President
Pamela Greene
Client Associate
Fanny Guo
Client Advisor
Josh Gustafson
Head of Client Service
Ben Gyulambaryan
Client Associate
George E. Haas
Client Advisor
Claire Hahn
Client Associate
Cody Hall
Client Advisor
David Haman
Client Advisor
Marzena Hanek
Client Associate
Matt Hartloff
Client Associate
Jesse Haverstock
Client Advisor
Joseph Henry
Regional Vice President
Tom Herzing
Client Advisor
Judith Hirotaka
Client Advisor
Li Huang
Client Associate
Nancy R. Hudak
Client Associate
Peter Ip
Senior Vice President and Relationship Manager
Kevin Jack
Client Advisor and Branch Manager
Rodney James
Vice President and Relationship Manager
Magdanny Jara
Tax Advisor
Michael W. Johns
Client Advisor
Renée Judycki
Client Advisor
Jeff Kacal
Managing Director
Drew Kanaly
Relationship Manager & Chairman Emeritus Kanaly Trust
Jeff Katz
Regional Vice President
Ben Kautz
Managing Director
Thomas Keeney
Client Advisor
David Kerber
Client Advisor and Branch Manager
Linda Khachek
Estate Planning Attorney
Ron Kibbe
Client Advisor
Ben Kingsley
Financial Planner
Sydney Kirkes
Client Associate
Stefani Kohler
Client Associate
Skyler Kraemer
Client Advisor
Alise Kraus
Client Advisor
Pratik Kumar
Client Associate
Brett Landstrom
Client Advisor
Aaron Langston
Regional Vice President
Beth Lankford
Executive Assistant, Client Service Associate
Carl Larimore
Client Advisor
Karen Lee
Chief Marketing & Strategy Officer
Sharon Littell
Client Associate
Linda S. Ames Lyons
Financial Planner
Laura Madariaga
Client Associate
Wilovid Mallory
Client Services Associate
Will Mannon
Head of Sales
Charlene Maruska
Senior Administrator
Matthew McCarthy
Senior Tax Advisor
Adis Mehic
Client Advisor
Emily Meier
Legal Assistant
Krysia Mielczarek
Client Administrator
Jesse Mignone
Client Associate
Paula Mignone
Office Manager / Administrator
Raymond D. Mignone
Client Advisor
Brian Miller
Portfolio Analyst
Jonathan Mitchell
Client Advisor
Sandra Mitchell
Client Associate
Jeff Minc
Financial Planner
Glen Minton
Regional Vice President
Susan Monaghan
Assistant Vice President and Wealth Strategist
Alec Montoya
Client Associate
Dean R. Murray
Client Advisor and Founder, Murray & Co. Asset Management, Ltd
Patricia Nagle
Client Service Manager
William Nelson
Chief Compliance Officer and Deputy General Counsel
Sandra L. Nesbit
Managing Director
Andrew Neville
Estate Planning Attorney
Barry Newman
Senior Tax Director
Marc A. Normann
Regional Vice President
Madeline I. Noveck
Client Advisor
William Nugent
Regional Vice President
Amanda O’Sullivan
Portfolio Administration Supervisor
Hannah Padaoan
Estate Planning Paralegal
Kelly Palmer
Client Advisor
Paola Ramos
Financial Planner
Jesse J. Pantano
Regional Vice President
Brian Picariello
Client Advisor and Branch Manager
Loren Pierson
Chief Operating Officer
Susan A. Pilon
Client Advisor
Melissa Pinkerton
Client Advisor
Zach Pippin
Client Associate
Irina Polyakova
Tax Manager
Susan Portnoi
Client Advisor
Bryan Powers
Regional Vice President
Kerry J. Prazak
Regional Vice President
Denise Rhodey
Client Associate
Kseniya Ribeiro
Client Associate
Dustin Rief
Client Advisor and Branch Manager
Glen Rives
Assistant Vice President and Wealth Strategist
Peter Romagnoli
Client Associate
Shane Rowan
Tax Associate
Laura Rowley
Vice President and Relationship Manager
Patricia Rubio
Client Services Associate
John Michael Ruby
Regional Vice President
Troy Saldivar
Senior Vice President and Senior Portfolio Manager
Elisha Sanchez
Client Associate
Dane Sauer
Wealth Strategist
Justin Scholljegerdes
Client Administrator
Steven Schwartz
Client Advisor and Branch Manager
Emelyne Seh
Client Administrator
Paul Seidman
Regional Vice President
Gabrielle Semerjian
Client Services Manager, Senior Paralegal
Nicholas Semko
Managing Director
Justin Shane
Client Associate
John Shanley
Client Advisor
Steve Shelvey
Regional Vice President
Cary Shaw
Client Associate
Michelle Siebert
Senior Tax Advisor
John Silletto
SVP, Investment Strategist
Frances Smith
Financial Planner
Michael Snider
Client Associate
Ronald L. Snyder
Regional Vice President
Javier Solis
Client Advisor
Doug Suhr
Regional Vice President
Brian Sullivan
Client Advisor and Branch Manager
John Sullivan
Client Associate
Amanda Standard
Client Associate
Tiffany Stokes
Client Associate
Jamie Stone
Client Advisor and Branch Manager
Haley Strandberg
Client Associate
Gregory V. Taylor
Regional Vice President
LaShauna Thomas
Client Associate
Tanya Thomasson
Client Associate
Laura Thompson
Client Experience Manager
Brady Tice
Client Associate
James Todd
Client Advisor
Susan Travis
Senior Vice President and Relationship Manager
Tracey Turko
Client Advisor and Branch Manager
Emi Umezawa
Client Advisor
Karsten Voermann
Chief Financial Officer
Shala L. Walker
Assistant Vice President and Wealth Strategist
John Wei
Regional Vice President
Dave Welling
Chief Executive Officer
Matthew Wells
Regional Vice President
Avery Wenck
Client Associate
James Werner
Client Administrator
Alexa Whiting
Client Associate
Duncan Wilk
Regional Vice President
Gary Williams
Senior Vice President and Relationship Manager
Greg A. Willsey
Branch Manager and Client Advisor
Brandon Wissinger
Client Advisor
Yvonne Wood
Client Advisor
Andrew Wray
Assistant Vice President and Wealth Strategist
Fred Xuereb
Client Associate
Joseph Young
Client Advisor and Branch Manager
Al Zdenek
Executive Vice President
Yi (Carrie) Zhou
Client Associate