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
Thomas Gibbs

Thomas Gibbs

Senior Tax Associate
Tom Lacock headshot

Tom Lacock

Tax Manager
Vicky Joo

Vicky Joo

Tax Manager
Xin Zhu

Xin Zhu

Tax Manager

Yesenia Ramirez

Sr. Tax Associate
Yuliia Das image

Yuliia Das

Sr. Tax Associate
Andrea Shieh - Sr. Investment Strategist

Andrea Shieh, CFP®, CIMA

Sr. Investment Strategist

Austin Burks, CFA®

Sr. Portfolio Manager

Oklahoma City

Brett Thomas - Portfolio Manager

Brett Thomas

Portfolio Manager
Camille McCalla headshot

Camille McCalla

Portfolio Consultant

Cathy Hoang

Lead Portfolio Operations Specialist

Craig Weidenfeller

Portfolio Operations Manager

Daniel Maurer

Lead Trader

David Krakauer, CFA®, CRPS®

Sr. Director, Portfolio Management

David Simpson, CFP®, CFA®

Sr. Investment Strategist

Bellevue

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

Henry Lao, CFA

Vice President, Investments

John Lee

Senior Portfolio Accounting Specialist

Jonathan Gossens, CFA®

Sr. Investment Strategist
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