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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All

Mark Gronke

Senior Tax Manager
Matt Bolte

Matt Bolte

Sr. Tax Associate
Melissa Gioielli

Melissa Gioielli

Sr. Tax Advisor
Monica Apodaca

Monica Apodaca

Tax Support Specialist

Woodland Hills

Monica Wyse

Sr. Tax Associate
Monique Reyes

Monique Reyes

Manager, Tax Support

Woodland Hills

Patricia Hirata Image

Patricia Murphy Hirata, CPA, JD

Sr. Director, Tax Services

Paul Petrosino

Tax Manager
Phil Gellada

Phil-Joseph Gellada

Sr. Tax Associate
Rouba Khzam

Rouba Khzam

Sr. Tax Advisor

Sarah Bolen

Tax Manager
Stevan Downs

Stevan Downs

Sr. Manager, Tax Services
Steve Lemmon

Steve Lemmon

Tax Manager

Steven Elliott

Tax Director
Load More

Ready to get started?

Let’s Talk

Explore More

person sitting with an insurance advisor looking at paperwork
Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing