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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Clifford (Cliff) Balgos

Client Service Specialist

Houston

Courtney Lavender

Sr. Client Service Specialist

McLean

Daniel Morr

Senior Account Operations Specialist

David Hamilton

Sr. Account Operations Specialist
Dawn Santeford headshot

Dawn Santeford

Client Service Specialist

Scottsdale, Albuquerque

DeAnna-Bochno

DeAnna Bochno

Sr. Client Service Specialist

Fairport

D Rhodey

Denise Rhodey

Manager, Client Service

Newport Beach, Scottsdale

Derek DeMars

Client Service Specialist

Rockwall

Destiny Collins

Destiny Collins

Client Service Specialist

Woodland Hills

Dominique-Langerman

Dominique Langerman, MPA

Regional Vice President, Community

Pasadena

Eileen Swirsky

Client Service Specialist

Woodbridge

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Elizabeth Smith

Client Service Specialist

Franklin

Erica Lloyd

Erica Lloyd

Client Service Coordinator

Atlanta

Erin Larsen

Client Service Specialist

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

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Faisal Ahmed

Client Service Specialist

Walnut Creek

Gerardo Zapata

Client Service Specialist
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