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
Jerilyn Alport
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