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

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

Bradley Anderson
Financial Planner

Eric Anderson
Client Advisor and Branch Manager

Stephanie Anderson
Client Advisor

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

Albert Barsanti
Financial Planner

David Barton
Vice Chairman, M&A Leader

Stephen Bauer
Client Solutions Representative

Andrew Beck
Associate Regional Vice President

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

Lori Bodenhamer
Client Associate

Matthew R. Bohrer
Client Advisor and Regional Director

Tessa Bonifacio
Investment Administrator

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

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

David S. Currier
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

Gregory Dennie
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

Edward Dunphy
Regional Vice President

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

Mark Falamoun
Client Associate

Devin Farrow
Regional Vice President

Carrie Faulkner
Client Associate

Stephanie Fernandes
Financial Planner

JoAnn Ferradino
Client Associate

Joshua Fitch
Tax Manager

William Flanders
Client Associate

Gale Flores
Tax Advisor

Tim Forest
Vice President of Strategy and Analytics

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

Jack Gilligan
Client Advisor

Mark S. Germain
Managing Director

Scott Gesling
Senior Tax Advisor

Douglas Gilbert
Regional Vice President

Merideth Gillis
Client Associate

Melissa Gioielli
Tax Advisor

Nicole Gobel
Client Advisor

Chris Graf
Regional Vice President

Lesley Gran
Administrative Assistant

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
Lead 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

Jasmine Honda
Client Associate

Joanna Hsu
Client Associate

Li Huang
Client Associate

Nancy R. Hudak
Lead Client Associate

Christina Hung
Client Advisor

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

Martha Kilfoy
Receptionist

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

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

Chelsea Manocchi
Estate Planning Attorney

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

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

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
Tax Advisor

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

Paola Ramos
Client Advisor

Kyle Ray
Client Advisor

Danielle Read
Legal Assistant

Robert Reed, Jr.
Client Advisor and Branch Manager

Brendan Reidy
Regional Vice President

Denise Rhodey
Lead Client Associate

Kseniya Ribeiro
Client Associate

Brittany Rice
Associate Advisor

Colby Ripsam
Associate Planner

Steve Roberts
Client Advisor and Branch Manager

Christopher J. Rogers
Investment Analyst and Portfolio Manager

Carin Roman
Client Advisor

Merry Rosadi
Legal Assistant

Shane Rowan
Tax Advisor

Laura Rowley
Client Advisor

Amy Ruffing
Client Associate

Kevin Russell
Client Advisor

James S. Ryan
Client Advisor

Elisha Sanchez
Lead 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

Paul Seigle
Portfolio Analyst

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

Karrie Spencer
Client Advisor

Adam Stanowick
Associate Planner

Tiffany Stokes
Client Associate

Jamie Stone
Client Advisor

Brian Sullivan
Client Advisor and Branch Manager

Phillip Swenson
Associate Advisor

Austin Tanner
Client Associate

James Telfer
Client Associate

Tanya Thomasson
Regional Operations Manager and 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

Jasna Veledar
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

Richard W. Weyers
Director National Operations

Duncan Wilk
Regional Vice President

Gary Williams
Client Advisor

Alexa Willis
Financial Planner

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