Mercer Advisors

Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Northeast
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Midwest
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Southeast
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Southwest
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West
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Adam Deskins

Adam Deskins, CFP®, ChFC®

Regional Vice President

Adam Lee, CFP®

Sr. Vice President

Atlanta

Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

Andrew Thompson

Andrew Thompson

Regional Vice President

Denver

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples

Brian Holmes headshot

Brian Holmes

Regional Vice President

Brian Oberle

Regional Vice President

McLean

Casey Jensen

Regional Vice President

Casey Shagena

Regional Vice President
Dakota Endres

Dakota Endres

Associate Regional Vice President

Scottsdale

David Baratta - Regional Vice President

David Baratta, MBA

Regional Vice President

Scottsdale

David Goodman headshot

David Goodman

Regional Vice President

Denver

Ed Lettieri

Ed Lettieri

Regional Vice President
Ellie Johnson

Ellie Johnson

Regional Sales Associate

Schaumburg

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

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