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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Justine Unbehend

Client Service Specialist

Dallas – Park Cities

Kadin LaCross

Kadin LaCross

Client Service Specialist

Traverse City

Kaitlynn Lopez

Client Service Specialist

Madison

Kamille Morgan Image

Kamille Morgan, FPQP®

Sr. Client Service Specialist

Roseville

Karin Fure

Sr. Client Service Specialist

Bloomington

Karin Osofsky - Client Service Specialist

Karin Osofsky

Sr. Client Service Specialist

Asheville

Kate Davidson

Sr. Client Service Specialist

Oklahoma City

Katherine (Katy) Cordeiro

Client Service Specialist

Katie Iglay

Manager of Operations

Starkville

Katie Miceli

Director of Operations

Asheville, Charlotte, Durham, Raleigh

Kayti Junell

Client Service Specialist

Oklahoma City

Kevin Moriarty

Kevin Moriarty

Sr. Client Service Specialist

New York

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Kimberly Crawford

Operations Manager
Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Lexington

Kirsten Sandberg

Regional Vice President, Direct

Kobrah McFaden

Sr. Client Service Specialist

Houston

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