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.

Northeast
Midwest
Southeast
Southwest
West

Mia Boteler

Client Service Specialist

Michael O’Brien

Sr. Client Service Specialist
Michelle Schrag headshot

Michelle Soucie, FPQP®

Sr. Client Service Specialist

Michon McCabe

Client Service Specialist

Minh Tu Vo

Client Service Specialist
Morgan-Barnwell

Morgan Barnwell

Client Service Specialist

Mychelle Malveaux

Client Service Specialist
Nadege Maximin-Fiester headshot

Nadege Maximin-Fiester

Manager, Client Service
Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Nathan Schams

Client Service Specialist
Mercer Advisor Logo

Nathan Touchberry

Client Service Specialist
Nicholas Kneibert headshot

Nicholas Kneibert

Client Service Specialist

Nick Perez

Client Service Specialist
Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist
Nicole Rockett - Sr. Client Service Specialist

Nicole Rockett

Sr. Client Service Specialist
Niki Barnes headshot

Niki Barnes

Operations Manager

Ready to get started?