Client Advisor
Yvonne began her career in the financial services industry in 1990. She worked in the brokerage industry prior to joining Mercer Advisors. Yvonne worked as a bond trader, managing the firm’s fixed income investments before her promotion to Client Advisor. She graduated from the University of California, Santa Barbara, and holds the FINRA Series 65 license. Yvonne lives in Solvang, California with her husband and two daughters.
Johnathan Aelmore
Client Advisor
Adela Africano
Client Associate
Kenneth Ajello
Client Associate
Greg Alger
Senior Vice President and Special Assets Manager
David Ambrico
Regional Vice President
Linda S. Ames Lyons
Financial Planner
Tomiko Arthur
Client Service Associate
David Askew
Client Advisor
Bobby Arenivas
Financial Planner
Logan L. Baker
Estate Planning Attorney
Jennifer Baick
Client Advisor
Rick Baran
Client Advisor
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
David Barton
Vice Chairman, M&A Leader
Erik Beach
Client Administrator
Brooke Bees
Client Advisor
Ofer Ben-Menahem
Regional Vice President
Ryan W. Bergmann
Client Advisor
Sheryl Berkowitz
Branch Financial Administrator
Bryan Bielawski
Client Advisor
Jamie Block
Client Advisor
Chuck Breuch
Client Advisor
Kiará Brown
Client Associate
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
Jocelyn Caliel
Client Administrator
Nicholas Campbell
Client Advisor
Brandon Capicotto
Client Associate
Laura Carrasco
Tax Manager
Heather Jenkins Capps
Financial Planner
Jessica Caruso
Client Advisor and Branch Manager
Edzai Chimedza
Financial Planner
Matt Cook
Client Advisor and Branch Manager
Tammy Cooper
Financial Planner
Sue Cole
Client Service Associate
Angel Colon
Client Advisor
Laura Combs
Client Advisor and Branch Manager
Lisa Corboy
Client Administrator
Jojo Cresci
Financial Planner
Andrew Crim
Client Administrator
Nancy Coumou
Client Advisor
Laura Cuber
Client Advisor
Christopher Currin
Client Advisor
Jenna Dana
Lead Estate Planning Attorney
Josh DeForest
Client Advisor and Branch Manager
Elizabeth B. deSousa
Client Advisor
David DeVita
Client Advisor
Kevin Dillon
Regional Vice President
Joseph DiPiazza
Client Administrator
Justin Do
Client Associate
Mark Doran
Senior Tax Director
Michael T. Doran
Client Associate
Alexander Doyle
Client Associate
Kara Duckworth
Client Advisor
Jessica Duxstad
Client Associate
Catherine Eckel
Transition Consultant
John Eckel
Client Advisor, Area Manager
G. Merrick Estes, Jr.
Regional Vice President
Doug Fabian
Executive Vice President
Devin Farrow
Regional Vice President
Debbie Ferguson
Administrative Assistant
Derek Finley
Financial Planner
John Flanagan
Client Advisor & Branch Manager
Danielle Frazier
Client Associate
Adam Fullmer
Financial Planner
Jalen Garrett
Client Associate
Mendim Gecaj
Financial Planner
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
Cody Hall
Client Advisor
Miranda Hamaker
Client Associate
David Haman
Client Advisor
Marzena Hanek
Client Associate
Matt Hartloff
Client Associate
Ross Hasek
Client Administrator
Jesse Haverstock
Client Advisor
Catherine Heimer
Client Administrator
Joseph Henry
Regional Vice President
Lisa Hensley
Client Associate
Tom Herzing
Client Advisor
Sarah Howard
Client Administrator
Judith Hirotaka
Client Advisor
Li Huang
Client Associate
Nancy R. Hudak
Client Associate
Peter Ip
Senior Vice President and Relationship Manager
Kevin Jack
Area Manager
Rodney James
Vice President and Relationship Manager
Magdanny Jara
Tax Advisor
Michael W. Johns
Client Advisor
Katasha Jones
Tax Administrator
Renée Judycki
Client Advisor
Drew Kanaly
Relationship Manager & Chairman Emeritus Kanaly Trust
Jeff Kacal
Managing Director
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
Tyler Lancaster
Client Development Representative
Brett Landstrom
Client Advisor
Aaron Langston
Regional Vice President
Beth Lankford
Executive Assistant, Client Service Associate
Carl Larimore
Client Advisor
Jaron Lee
Client Administrator
Karen Lee
Chief Marketing & Strategy Officer
Sharon Littell
Client Associate
Laura Madariaga
Client Associate
Wilovid Mallory
Client Services Associate
Will Mannon
Head of Sales
Todd Marotta
Regional Sales Manager
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
Krysia Mielczarek
Client Administrator
Jesse Mignone
Client Associate
Paula Mignone
Office Manager / Administrator
Raymond D. Mignone
Client Advisor
Brian Miller
Portfolio Analyst
Jonathan Mitchell
Client Advisor
Sandra Mitchell
Client Associate
Jeff Minc
Financial Planner
Glen Minton
Regional Vice President
Alec Montoya
Client Associate
Susan Monaghan
Financial Planner
Timothy Moore
Financial Planner
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
Loren Pierson
Chief Operating Officer
Susan A. Crawford Pilon
Client Advisor
Melissa Pinkerton
Client Advisor
Zach Pippin
Client Associate
Susan Portnoi
Client Advisor
Irina Polyakova
Tax Manager
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
Peter Romagnoli
Client Associate
Shane Rowan
Tax Associate
Glen Rives
Financial Planner
Patricia Rubio
Client Services Associate
Laura Rowley
Vice President and Relationship Manager
Troy Saldivar
Senior Vice President and Senior Portfolio Manager
Elisha Sanchez
Client Associate
Roain Saunders
Financial Planner
Justin Scholljegerdes
Client Administrator
Emelyne Seh
Client Administrator
Dane Sauer
Financial Planner
Maeve Schmid
Client Administrator
Steven Schwartz
Client Advisor and Branch Manager
Paul Seidman
Regional Vice President
Gabrielle Semerjian
Client Services Manager, Senior Paralegal
Nicholas Semko
Managing Director
John Shanley
Client Advisor
Michelle Siebert
Tax Manager
Stefania Sita
Client Administrator
Cary Shaw
Client Associate
Justin Shane
Financial Planner
John Silletto
Senior Portfolio Manager
Frances Smith
Financial Planner
Tyler Smith
Client Advisor
Michael Snider
Client Associate
Javier Solis
Client Advisor
Adam Stanowick
Client Associate
Paul Stetz
Managing Director
Doug Suhr
Regional Vice President
Brian Sullivan
Client Advisor and Branch Manager
John Sullivan
Client Associate
Amanda Standard
Client Associate
Tiffany Stokes
Client Associate
Jamie Stone
Client Advisor and Branch Manager
Haley Strandberg
Client Associate
Gregory V. Taylor
Regional Vice President
LaShauna Thomas
Client Associate
Tanya Thomasson
Client Associate
Laura Thompson
Client Experience Manager
Brady Tice
Client Associate
James Todd
Client Advisor
Susan Travis
Senior Vice President and Relationship Manager
Tracey Turko
Client Advisor and Branch Manager
Bethany VanDierMeid
Client Administrator
David Ventura
Client Administrator
Karsten Voermann
Chief Financial Officer
Emi Umezawa
Client Advisor
Dave Welling
Chief Executive Officer
Matthew Wells
Regional Vice President
James Werner
Client Administrator
Shala L. Walker
Financial Planner
Avery Wenck
Client Associate
Alexa Whiting
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
Fred Xuereb
Client Associate
Joseph Young
Client Advisor and Branch Manager
Al Zdenek
Executive Vice President
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