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
Paul Barlow

Paul Barlow

Regional Vice President

Rich Munneke

Rich Munneke

Regional Vice President

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

Mercer Advisor Logo

Shannon Gaskin

Regional Vice President

Steven Hall

Steven Hall, JD, MBA

Regional Vice President

Timothy Schmidt headshot

Timothy Schmidt

Regional Vice President

Tony Bouton

Tony Bouton

Regional Vice President

Tunia Mycyk headshot

Tunia Mycyk, AIF® CRPS®

Regional Vice President

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Willie Wheat

Regional Vice President

Emily Sipes

Emily Sipes, CFP®

Regional Sales Associate

F Xuereb

Fred Xuereb

Sr. Regional Client Development Associate

Jackie Steczkowsk

Regional Sales Associate

Jacques Jagr

Regional Sales Associate

James Werner

James Werner

Manager, Regional Client Development

Jenna Taylor

Regional Sales Associate

Maxwell Photo

Kimberly Maxwell

Regional Sales Associate

Lacy Hartzler

Sr. Regional Client Development Associate

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