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
Adela Africano
Client Associate
Kenneth Ajello
Client Associate
Greg Alger
Senior Vice President and Special Assets Manager
Linda S. Ames Lyons
Financial Planner & Assistant Branch Manager
Stephanie Anderson
Client Advisor
Bobby Arenivas
Financial Planner
David Askew
Client Advisor
Daniel Aulicino
Client Advisor
Jennifer Baick
Client Advisor
Logan L. Baker
Estate Planning Attorney
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 and Branch Manager
Ofer Ben-Menahem
Regional Vice President
Sheryl Berkowitz
Branch Financial Administrator
Bryan Bielawski
Client Advisor
Jamie Block
Client Advisor
Chuck Breuch
Client Advisor
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
Financial Planner
Laura Carrasco
Tax Manager
Jessica Caruso
Client Advisor and Branch Manager
Alexandra Chambers
Estate Planning Attorney
Edzai Chimedza
Financial Planner
Angel Colon
Client Advisor
Laura Combs
Client Advisor and Regional Director
Matt Cook
Client Advisor and Branch Manager
Tammy Cooper
Financial Planner
Lisa Corboy
Client Administrator
Nancy Coumou
Client Advisor
Jojo Cresci
Financial Planner
Andrew Crim
Client Associate
Laura Cuber
Client Advisor
Christopher Currin
Client Advisor
Jenna Dana
Lead Estate Planning Attorney
Josh DeForest
Client Advisor and Regional Director
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
Tax Advisor
Alexander Doyle
Client Associate
Kara Duckworth
Client Advisor
Jessica Duxstad
Client Associate
John Eckel
Client Advisor, Area Manager
Samantha Elder
Director of Human Resources
Daniel Epstein
Tax Manager
G. Merrick Estes, Jr.
Regional Vice President
Susan Evans
Client Administrator
Doug Fabian
Executive Vice President
Devin Farrow
Regional Vice President
John Flanagan
Client Advisor & Branch Manager
Geoffrey Franklin
Financial Planner
Danielle Frazier
Client Associate
Mendim Gecaj
Financial Planner
Jacob Gee
Client Administrator
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
Melanie Guhit
Financial Planner
Fanny Guo
Client Advisor
Josh Gustafson
Head of Client Service
Ben Gyulambaryan
Client Associate
George E. Haas
Client Advisor
Claire Hahn
Client Associate
David Haman
Client Advisor
Marzena Hanek
Client Associate
Matt Hartloff
Client Associate
Ross Hasek
Client Associate
Jesse Haverstock
Client Advisor
Catherine Heimer
Client Administrator
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
Client Associate
Peter Ip
Senior Vice President and Relationship Manager
Kevin Jack
Client Advisor and Regional Director
Rodney James
Vice President and Relationship Manager
Magdanny Jara
Tax Advisor
Michael W. Johns
Client Advisor
Katasha Jones
Tax Administrator
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
Ron Kibbe
Client Advisor
Ben Kingsley
Financial Planner
Sydney Kirkes
Client Associate
Stefani Kohler
Client Associate
Skyler Kraemer
Client Advisor
Alise Kraus
Client Advisor and Branch Manager
Pratik Kumar
Client Associate
Brandon Kurz
Financial Planner
Brett Landstrom
Client Advisor
Aaron Langston
Regional Vice President
Beth Lankford
Trust Administrator
Carl Larimore
Client Advisor
Jaron Lee
Client Associate
Karen Lee
Chief Marketing & Strategy Officer
Laura Madariaga
Client Associate
Will Mannon
Head of Sales
Charlene Maruska
Senior Administrator
Loretta McArdle
Administrative Assistant
Matthew McCarthy
Senior Tax Advisor
William McNutt
Financial Planner
Kristen Meehan
Client Development Representative
Adis Mehic
Client Advisor
Emily Meier
Legal Assistant
Jesse Mignone
Client Associate
Brian Miller
Portfolio Analyst
Jeff Minc
Financial Planner
Glen Minton
Regional Vice President
Jonathan Mitchell
Client Advisor
Sandra Mitchell
Client Associate
Susan Monaghan
Financial Planner
Alec Montoya
Client Associate
Nicole Mosley
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 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
Kelly Palmer
Client Advisor
Jesse J. Pantano
Regional Vice President
Brian Picariello
Senior Vice President, Client Advisor and Branch Manager
Frank Piccolo
Client Administrator
Loren Pierson
Chief Operating Officer
Susan A. Crawford 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
Paola Ramos
Financial Planner
Brandi Redmond
Conference Center & Office Administrator
Denise Rhodey
Client Associate
Kseniya Ribeiro
Client Associate
Dustin Rief
Client Advisor and Branch Manager
Glen Rives
Financial Planner
Merry Rosadi
Legal Assistant
Shane Rowan
Tax Associate
Laura Rowley
Vice President and Relationship Manager
Troy Saldivar
Senior Vice President, Investment Strategist
Elisha Sanchez
Client Associate
Dane Sauer
Financial Planner
Maeve Schmid
Client Associate
Justin Scholljegerdes
Client Administrator
Steven Schwartz
Client Advisor and Branch Manager
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
John Silletto
Senior Portfolio Manager
Frances Smith
Financial Planner
Tyler Smith
Client Advisor
Michael Snider
Client Associate
Javier Solis
Client Advisor
Lawrence Solomon
Client Advisor
Adam Stanowick
Client Associate
Paul Stetz
Managing Director
Tiffany Stokes
Client Associate
Jamie Stone
Client Advisor and Branch Manager
Doug Suhr
Regional Vice President
Brian Sullivan
Client Advisor and Branch Manager
Phillip Swenson
Financial Planner
John Sullivan
Client Associate
Gregory V. Taylor
Regional Vice President
James Telfer
Client Experience Associate
LaShauna Thomas
Client Associate
Tanya Thomasson
Client Associate
Laura Thompson
Client Experience Manager
Brady Tice
Client Associate
James Todd
Client Advisor
Bethany VanDerMeid
Client Associate
Susan Travis
Senior Vice President and Relationship Manager
Tracey Turko
Client Advisor and Branch Manager
Emi Umezawa
Client Advisor
David Ventura
Client Associate
Karsten Voermann
Chief Financial Officer
Shala L. Walker
Financial Planner
Dave Welling
Chief Executive Officer
Avery Wenck
Client Associate
James Werner
Client Associate
Alexa Willis
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
Fred Xuereb
Client Associate
Joseph Young
Client Advisor and Branch Manager
Al Zdenek
Executive Vice President