Mercer Advisors

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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.


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Dave Welling
Chief Executive Officer
Michael Henry
Chief Financial Officer
Donald Calcagni
Chief Investment Officer
Karen Lee
Chief Business Solutions Officer
Loren Pierson
Chief Operating Officer
Martine Lellis
Chief Talent and Administrative Officer
Jeremiah H. Barlow
EVP, Head of Family Wealth Services
Josh Gustafson
Head of Wealth Management
Will Mannon
Head of Sales
Mathew Encino
VP, General Counsel
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Jenna Elliott
Director of Estate Planning, Managing Attorney
Matt Cook
Managing Director
Laura Combs
Managing Director
Ben Kautz
Managing Director
William Perysian
Consultant, M&A
Josh DeForest
Managing Director
Kevin Jack
Managing Director
Randy Magdaluyo
VP, M&A Program Management
Nicholas Semko
Managing Director, M&A
Mark S. Germain
Managing Director
Bryan Powers
Senior Vice President
Terry Bobo
Director of Insurance Solutions
Richard W. Weyers
Director National Operations
Kimberly Lorenz
Chief Compliance Officer
Andrew Thompson
VP, Inside Sales
Scott Kays
Managing Director
Eric Zehnder
Regional VP
Veronica Rubio
Regional VP
Todd E. Hagen
Regional VP
Gary Foodim
Chief Marketing Officer
Christine Cataldo
CTO & Digital Officer
Andy Farah

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