MERCER ADVISORS - Key Persons
Aaron has been a financial advisor since 2013 in the Houston, TX area. He consults with individuals to help them along the financial decision-making path by developing strategies for achieving financial independence. Aaron earned a BS degree in accounting from the Marriott School of Business at BYU, where he studied finance, psychology, and logic. Aaron enjoys coaching youth sports, he reads constantly, and is involved in community service where he lives in Spring. Aaron and his wife have 4 children.
Aaron began his career in the financial services industry in 2006. Prior to joining Mercer Advisors, Aaron assisted his high-net-worth clients in achieving their financial goals as a vice president at Destination Wealth Management and as a senior financial planner and enrolled agent at the Ayco Company. He also served in the U.S. Army in counter intelligence with tours in Iraq and Kosovo. Aaron graduated cum laude from Austin Peay State University with a BBA in Business and Finance and holds the FINRA Series 66 License.
Adam began his wealth management career in 2013. Prior to joining Mercer Advisors, he held positions with Morgan Stanley, TD Ameritrade, and most recently Kays Financial Advisory Corporation. He helps high-net-worth families manage their wealth through comprehensive financial planning and investment management. Adam is a graduate of Indiana University with a B.S. from the Kelley School of Business and he is a CERTIFIED FINANCIAL PLANNER® practitioner. He lives in Atlanta with his wife and two children.
Adis began his wealth management career in 2012. He enjoys helping his clients construct a complete life plan that best positions them to achieve their pre-retirement goals so they can fully enjoy their retirement years. Adis graduated from the University of Georgia with a degree in Financial Planning. While in school, he gained valuable experience as a community volunteer, working with local families and individuals on budget planning, debt management, and introductory investment education. Adis is a member of the Financial Planning Association and holds the FINRA Series 65 License.
Alan joined Mercer Advisors in April 2021 as an Associate Wealth Advisor. He previously worked as an Associate Advisor for Epstein and White and Mission Federal and SchoolsFirst Federal Credit Unions.
Alan has a passion for providing excellent service and prides himself on making sure his client's financial planning needs are all taken care of. He is originally from Orange County and graduated from Cal State Fullerton in 2000 with a Bachelor of Arts inApplied Mathematics.
He currently lives in San Marcos with his wife Kari and his two youngest children, Jake and Elle. Alan enjoys spending as much time as possible with his family and in his spare time enjoys watching sports.
Job Titles:
- Member of the Your Camarillo Team
- Client Advisor and Branch Manager
Alan began his career in the financial services industry in 1990. Prior to joining Mercer Advisors, he was the Founder and President of AL Hewitt, Inc., a wealth management firm in Camarillo, CA. He is a CERTIFIED FINANCIAL PLANNER TM professional and a graduate of the College for Financial Planning in Denver, CO. He is a Chartered Financial Consultant granted by The American College. Alan is also an Enrolled Agent licensed by the United States Department of the Treasury. He is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. In addition, Alan has earned multiple credentials from the Accreditation Council for Accountancy and Taxation. Alan specializes in tax planning, financial planning, investment management, and retirement planning. He is familiar with a variety of public pension plans and deferred compensation issues. Alan is a retired Firefighter Paramedic from the Los Angeles Fire Department and is a lifetime member of the California State Firefighters' Association.
Alan is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), and the California Society of Enrolled Agents (CSEA). He is the author of The DROP Book, which has helped hundreds of public safety professionals plan for their retirement. Alan enjoys collecting artwork, going on cruises, and spending time with his family.
Alan began his wealth management career in 1996 and was Principal and Senior Advisor with Kays Financial Advisory Corporation before joining Mercer Advisors. He is a CERTIFIED FINANCIAL PLANNER TM professional, and he is well-versed in investment management, retirement income and distribution planning. He graduated from the University of Florida with a Doctor of Business Administration in Finance and a Master of Business Administration in Finance from Kennesaw State University. Alan is also a part-time Adjunct Finance Faculty at Southern New Hampshire University and the University of Maryland Global Campus where he teaches in their CFP® Board Registered programs.
Job Titles:
- Client Service Specialist
Alec began his financial services career in 2014 and joined Mercer Advisors in 2017. He graduated from Colorado State University with a Bachelor of Science degree in Finance. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. Alec is actively enrolled in the Yale School of Management program, Wealth Management Theory & Practice, which is the prerequisite for the Certified Private Wealth Advisor® designation. Alec specializes in creating strategies for business owners, planning for highly compensated professionals, and structuring tax strategies for clients in retirement. Alec enjoys spending time with his wife and their toddler son.
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Aleksandra (Aleks) began her financial services career in 2016 with Precipio Wealth Management in McLean, VA. Before joining Precipio, Aleks gained valuable experience for 5 years in staff accounting and auditing at Congressional Country Club and at a private accounting firm. Her experience was essential preparation for complex data work supporting both wealth advisors and clients. Aleks joined Mercer Advisors in 2021 as a Client Service Specialist. Aleks is a magna cum laude graduate of Strayer University in Washington, DC with a B.S. in Accounting. In free time, she enjoys traveling, particularly trips back to her native Serbia, and time with family and friends.
Job Titles:
- Legal Assistant - Estate Planning
Job Titles:
- Member of the Your Beverly Hills Team
- Wealth Advisor, Director
Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation.
Alexa's passion for people began in high school when she studied abroad in Rennes, France. She went on to earn a degree in Economics and International Relations from Boston University, gaining work experience at both the Overseas Development Institute in London and the Integration Centre in Dublin. After graduating, Alexa held a management position at Seattle's Union Gospel Mission where she made an impact on homelessness, domestic violence, addiction, and human trafficking in the Seattle area. She began her career with Mercer Advisors in early 2016 and holds the FINRA Series 65 license along with being a CERTIFIED FINANCIAL PLANNER™ professional.
Alex Cote is a Portfolio Manager on the Portfolio Management Group (PMG) at Mercer Advisors. He is primarily responsible for market and manager research; including portfolio construction, design, position selection, and position sizing recommendations. He also serves on the firm's Investment Committee, Investment Committee ESG Investments Subcommittee, Innovation-ESG Committee, and Valuation Committee. Alex's expertise revolves around deep-rooted passion and knowledge pertaining to markets, portfolio management, and ESG/values-based investing. Prior to joining Mercer Advisors' PMG, Alex was a Portfolio Analyst on Mercer Advisors' Investment Strategy Group and an Investment Analyst at an ESG-focused firm. He is a graduate of Indiana University's Kelley School of Business where he earned his MBA with a Financial Analysis concentration and undergraduate majors in Finance and Accounting. He is also a CFA Level I candidate.
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Alexis began her career in the financial services industry in 2019. Before transitioning into her full-time role, Alexis started as an intern with Mercer Advisors in the spring of 2019. Prior to joining Mercer Advisors, she worked as a banking professional and accounting intern. Alexis graduated from Eastern Michigan University with a Bachelor of Science in Accounting and Finance. She is committed to helping clients achieve their version on economic freedom.
Alice McDermott joined Mercer Advisors via the FIM Group acquisition in December 2018. Prior to the acquisition, she worked with FIM Group for almost 22 years, where she had the privilege of assisting clients with their financial, tax, retirement, college and estate planning. Among her professional accomplishments, Alice is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board.
Alice earned an undergraduate degree from California Polytechnic State University in San Luis Obispo, where she studied finance and accounting.
Although raised on Oahu, Alice settled on the island of Maui in 1992. She and her husband Joe are blessed with four children - Matthew, Grady, Shannon and Jessica. In her spare time, she enjoys reading, paddling canoe, stand-up paddle boarding, hiking and traveling.
Job Titles:
- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Member of the Your Ames Team
- Wealth Advisor, Director
Job Titles:
- Vice President of Inside Sales
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Regional Vice President, Wealth Advisor
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- Client Service Specialist
Job Titles:
- Client Service Specialist
- Member of the Your Bellaire Team
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Ben Kautz - Managing Director
Job Titles:
- Member of the Your Boston Team
- Wealth Advisor, Director
Job Titles:
- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Member of the Your Charlotte Team
- Regional Vice President
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- Member of the Your Alpharetta - Atlanta Team
- Member of the Your Charlotte Team
- Wealth Advisor, Director
Job Titles:
- Associate Estate Planning Attorney
Job Titles:
- Client Service Specialist
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- Client Service Specialist
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- Member of the Your Beverly Hills Team
- Member of the Your Camarillo Team
- Regional Service Manager
Job Titles:
- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Client Service Coordinator
Job Titles:
- Senior Portfolio Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Estate Planning Paralegal
Job Titles:
- Client Service Specialist
Job Titles:
- Account Operations Specialist
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- Member of the Your Boca Raton Team
- Regional Vice President
Job Titles:
- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Member of the Your Camarillo Team
- Regional Vice President
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- Client Service Specialist
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- Member of the Your Beverly Hills Team
- Wealth Advisor
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- Client Service Specialist
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- Member of the Your Boulder Team
- Wealth Advisor
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- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Ames Team
- Wealth Advisor
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- Portfolio Operations Manager
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- Member of the Your Bloomington Team
- Wealth Advisor
Job Titles:
- Associate Financial Planner
Job Titles:
- Senior Account Operations Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Associate Financial Planner
Job Titles:
- Vice Chairman, Mergers & Acquisitions Deal Team Leader
Job Titles:
- Regional Vice President, Wealth Advisor
Job Titles:
- Member of the Your Boulder Team
- Wealth Advisor, Director
Job Titles:
- Account Operations Specialist
Job Titles:
- Director, Portfolio Management
Job Titles:
- Senior Investment Strategist
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- Associate Financial Planner
Job Titles:
- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Lead, Sr. Legal Assistant
Job Titles:
- Client Service Specialist
Job Titles:
- Lead Client Service Specialist
Job Titles:
- Director of Wealth Management Operations
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Member of the Your Camarillo Team
- Senior Vice President
Job Titles:
- Member of the Your Ames Team
- Member of the Your Boulder Team
- Senior Vice President, Sales
Job Titles:
- Client Solutions Representative
Job Titles:
- Member of the Your Boston Team
- Regional Vice President
Job Titles:
- Lead Client Service Specialist
Job Titles:
- Client Service Specialist
- Member of the Your Beverly Hills Team
Job Titles:
- Member of the Your Boston Team
- Wealth Advisor
Job Titles:
- Member of the Your Beverly Hills Team
- Regional Vice President
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Charlotte Team
- Regional Vice President
Job Titles:
- Investment Operations Assistant
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- M & a Investment Operations Project Manager
Job Titles:
- Member of the Your Bloomington Team
- Associate Financial Planner
Job Titles:
- Associate Estate Planning Attorney
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- Member of the Your Alpharetta - Atlanta Team
- Member of the Your Charlotte Team
- Regional Vice President
Job Titles:
- Associate Financial Planner
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- Client Solutions Representative
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- Associate Financial Planner
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- Client Service Specialist
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- Client Service Specialist
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- Client Service Specialist
- Member of the Your Bloomington Team
Job Titles:
- Client Service Specialist
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- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Vice President, Investments
Job Titles:
- Portfolio Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Vice President, Senior Tax Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Associate
- Regional Vice President
Job Titles:
- Client Service Specialist
- Member of the Your Bloomington Team
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Bloomington Team
- Associate Financial Planner
Job Titles:
- Regional Vice President, Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Albuquerque Team
- Wealth Advisor
Job Titles:
- Senior Regional Sales Associate
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Director of Retirement Group, Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Lead Estate Planning Attorney
Job Titles:
- Member of the Your Beverly Hills Team
- Regional Vice President
Job Titles:
- Member of the Your Camarillo Team
- Associate Wealth Advisor
Job Titles:
- Member of the Your Bellaire Team
- Associate Financial Planner
Job Titles:
- Director of Estate Planning, Managing Attorney
Job Titles:
- Client Service Specialist
Job Titles:
- Senior Director, Financial Planning Group
Job Titles:
- Head of Family Wealth Services
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Wealth Advisor, Sr. Director
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Vice President, People & Culture
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Bloomington Team
- Wealth Advisor, Director
Job Titles:
- Senior Portfolio Accounting Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Associate Financial Planner
Job Titles:
- Associate Financial Planner
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Wealth Advisor, Sr. Director
Job Titles:
- Member of the Your Camarillo Team
- Tax Manager
Job Titles:
- Client Service Specialist
Job Titles:
- Head of Wealth Management
Job Titles:
- Client Service Specialist
Job Titles:
- Client Solutions Representative
Job Titles:
- Client Service Specialist
Job Titles:
- Executive Vice President, Senior Lead Advisor
Job Titles:
- Member of the Your Boulder Team
- Director of Corporate Responsibility
Job Titles:
- Client Solutions Representative
Job Titles:
- Client Service Specialist
Job Titles:
- Managing Director of Client Experience
Job Titles:
- Chief Business Solutions Officer
Job Titles:
- Client Service Specialist
- Member of the Your Bloomington Team
Job Titles:
- Client Solutions Representative
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- Client Service Specialist
Job Titles:
- Senior Wealth Advisor
- Wealth Advisor, Sr. Director
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Boston Team
- Regional Vice President
Job Titles:
- Managing Director
- Member of the Your Albuquerque Team
Kim Lorenz - Chief Compliance Officer
Job Titles:
- Client Service Specialist
Job Titles:
- M & a Integration Portfolio Manager
Job Titles:
- Client Service Specialist
Job Titles:
- Associate Financial Planner
Job Titles:
- Account Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Boulder Team
- Regional Vice President
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Managing Director
- Member of the Your Ames Team
- Member of the Your Boulder Team
Job Titles:
- Lead Client Service Specialist
Job Titles:
- Senior Regional Sales Associate, Manager
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
- Member of the Your Bellaire Team
Job Titles:
- Client Service Coordinator
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Portfolio Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Associate Wealth Advisor, Retirement Plans
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Lead, Senior Wealth Strategist
Job Titles:
- Member of the Your Beverly Hills Team
- Wealth Advisor
Job Titles:
- Senior Retirement Plan Administrator Manager
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Albuquerque Team
- Regional Vice President
Job Titles:
- Member of the Your Boca Raton Team
- Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Bellaire Team
- Wealth Advisor, Director
Job Titles:
- Senior Vice President, Tax
Job Titles:
- Director of Foundations and Endowments Group, Senior Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Coordinator
Job Titles:
- Chief Talent and Administrative Officer
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Lead Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Vice President - General Counsel
Matt Cook - Managing Director
Job Titles:
- Managing Director
- Member of the Your Beverly Hills Team
- Member of the Your Camarillo Team
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Camarillo Team
- Tax Manager
Job Titles:
- Client Solutions Representative
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Account Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Senior Estate Planning Attorney
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Senior Director, Trust Services
Job Titles:
- Manager, Investment Strategy Group
Job Titles:
- Member of the Your Beverly Hills Team
- Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Regional Sales Associate
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Senior Vice President, Institutional Sales
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
- Member of the Your Camarillo Team
Job Titles:
- Vice President, M & a Program Management
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Member of the Your Beverly Hills Team
- Wealth Advisor
Job Titles:
- Director National Operations
Job Titles:
- Team Manager, Client Solutions Team
Job Titles:
- Member of the Your Boston Team
- Regional Vice President
Job Titles:
- Member of the Your Alpharetta - Atlanta Team
- Member of the Your Charlotte Team
- Wealth Advisor
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Regional Vice President, Wealth Advisor
Job Titles:
- M & a Integration Portfolio Manager
Job Titles:
- Client Service Specialist
- Member of the Your Bloomington Team
Job Titles:
- Regional Vice President, Wealth Advisor
Job Titles:
- Member of the Your Boulder Team
- Regional Vice President
Job Titles:
- Account Operations Manager
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Managing Director
- Member of the Your Alpharetta - Atlanta Team
- Member of the Your Boca Raton Team
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Estate Planning Paralegal
Job Titles:
- Associate Financial Planner
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Associate Financial Planner
Job Titles:
- Associate Financial Planner
Job Titles:
- Director of Investment Operations
Job Titles:
- Senior Regional Sales Associate
Job Titles:
- Client Service Specialist
- Member of the Your Camarillo Team
Job Titles:
- Manager of Trading & Investments
Job Titles:
- Portfolio Operations Specialist
Job Titles:
- Vice President of Strategy and Analytics
Job Titles:
- Client Service Specialist
Job Titles:
- Wealth Advisor, Sr. Director
Job Titles:
- Client Service Specialist
Job Titles:
- Portfolio Operations Specialist
Job Titles:
- Account Operations Specialist
Job Titles:
- Client Services Coordinator
Job Titles:
- Client Service Specialist
- Member of the Your Bloomington Team
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Portfolio Operations Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Account Operations Specialist