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
D Rhodey

Denise Rhodey

Manager, Client Service

Grace Chyun

Grace Chyun

Client Service Specialist

Mercer Advisor Logo

Jasmine Honda

Client Service Specialist

Mercer Advisor Logo

Jenna Martinez

Client Service Specialist

Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Pamela Brown

Pamela Brown

Client Service Specialist

Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist

Trisha Miller

Client Service Specialist

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