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