Meet Tom
Tom joined Mercer Advisors in 2026 as a Wealth Advisor after serving 25 years at Citi providing market intelligence and trading expertise to large institutions. He previously served as a Wealth Advisor at TIAA for four years and was a professional baseball player with the San Diego Padres earlier in his career. He earned a B.A. degree in business administration and management from Northwestern University.
Tom’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tom has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Tom’s background taught him patience, the importance of teamwork and collaboration, and, most importantly, how to build a thoughtful, understandable financial plan specific to his clients’ goals. He brings a calm, methodical approach to every working relationship.
Tom in real life
What makes you tick?
Being the son of a teacher and coach has instilled in me the desire to help others. Working in financial services provides the perfect venue for me to guide families into and through their retirement years.
What keeps you busy outside of work?
I have four children who keep my free time full and filled with energy. Supporting my kids’ extracurricular activities — on volleyball courts, baseball fields, and musical stages — brings me pure joy.
Why do you like working at Mercer Advisors?
Everybody has a different story, and each one is as interesting as the next. I love helping my clients develop a financial plan that can help them through their distinct personal journeys.
Meet Tom’s Teammates
Katelyn Depew
Partner
What Tom Says
Katelyn is an amazing mentor. She opens my eyes to different perspectives and helps me gain awareness of possible blind spots I might have when building client relationships.
Linda Wieczorek
Sr. Financial Planner
What Tom Says
Linda is dedicated to helping build financial plans that are specific to each Mercer Advisors client. She inspires me to make sure I consider every possible solution before offering guidance.
Dominic Colletti
Regional Vice President
What Tom Says
I appreciate Dom’s positive energy. He is skilled at matching Mercer Advisors prospective clients with the most appropriate advisor based on specialized areas of focus and personality.
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