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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Jennifer Baick

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group
Jim-Bagnato

Jim Bagnato

Financial Planner

Denver

Joanna Geier - Sr. Financial Planner

Joanna Geier, FPQPTM, CFP

Sr. Financial Planner
Jonah Shafer - Sr. Financial Planner

Jonah Shafer

Jonah Shafer – Sr. Financial Planner

Josh Davis

Financial Planner

Portage

Kara Dorothy

Kara Dorothy, CAP

Sr. Financial Planner

West Des Moines, Ames

Kristen Revis

Kristen Revis

Financial Planner

Asheville

Lizzie Gossett headshot

Lizzie Gossett, CFP®

Financial Planner

Macon

Luke Mazariegos headshot

Luke Mazariegos

Financial Planner

Bellevue

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Sr. Financial Planner

Minneapolis

Madison Moore headshot

Madison Ramella, CFP®

Financial Planner
Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

Minneapolis

Michael Stanley II - Director, Financial Planning

Michael Stanley II, CFP®

Director, Financial Planning

Gallatin

Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Sr. Manager, Financial Planning

Denver

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