Edgar’s career as a wealth advisor to individuals, families, and institutions spans 50 years. After a time as head of the Parrish Consulting Group at UBS and at the Merrill Lynch Private Client Group, Edgar co-founded and co-owned its independent successor, Precipio Wealth Management, in 2009, an early breakaway, fee-only registered investment adviser firm.

Edgar is a graduate of the Securities Industry Institute at The Wharton School, University of Pennsylvania. He currently maintains three professional certifications -CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Accredited Investment Fiduciary®.

Edgar is a native of Northern Virginia and graduated from the McIntire School at the University of Virginia with a Bachelor of Science in Commerce degree. He served as a member of the McIntire Advisory Board for 12 years and is currently a member of the University’s Lawn Society. After graduation, Edgar received a direct commission as an officer in the U.S. Air Force Reserve Medical Service Corps and served in the U.S. and Japan.

Following Precipio Wealth Management’s merger with Mercer Global Advisors in 2021, Edgar continues following his passion of guiding clients in their financial lives as a Senior Wealth Advisor in McLean, VA and Palm Beach, FL. He and his wife, Katherine (Katy), who is also a Mercer advisor, enjoy spending personal time with their grown sons and their families and traveling.

Katherine’s (Katy) career as a wealth advisor to individuals, families, and institutions spans 25 years. After years with the Merrill Lynch Private Client Group and then with the Kidder Peabody Institutional Bond Department, Katy held positions in Washington, DC, first as a Financial Economist and later as a Budget Analyst, at the Office of Management and Budget (OMB) in the Executive Offices of President Reagan, President Bush (1), and President Clinton. After her government service, Katy returned to wealth management as an Investment Analyst with the Parrish Consulting Group at UBS and at Merrill Lynch. Then, in 2009, she co-founded and co-owned Precipio Wealth Management, an early breakaway, fee-only registered investment adviser firm.

Katy maintains professional certifications, as a Certified Investment Management Analyst®, granted in a joint program between the Investments & Wealth Institute and the Wharton School, University of Pennsylvania, and as an Accredited Investment Fiduciary®, granted by Fi360, Inc. Katy is a graduate of Villanova University with a Bachelor of Science in Economics degree.

Following Precipio Wealth Management’s merger with Mercer Global Advisors in 2021, Katy continues guiding clients in their financial lives as a Senior Wealth Advisor in McLean, VA and Palm Beach, FL. She and her husband, Edgar, who is also a Mercer advisor, enjoy spending personal time with their grown sons and families and traveling.

Larry is passionate about investing, financial planning, and delivering integrated financial, tax, legal, and risk management advice to help make client’s lives better. Prior to Mercer Advisors, he worked as the director of financial planning and investments at OptiFour Integrated Wealth Management, where he led the firm’s financial planning and investment analysis efforts. Larry has also held roles as statistician for The No-Load Fund Investor Newsletter in Irvington, NY, as investment research and analysis manager for Nationwide Financial in Columbus, OH, and as director of financial planning for Strategic Financial Associates in Bethesda, MD. Originally from New York, Larry has an undergraduate degree in Economics from SUNY Albany, an MBA from Lehigh University, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. Larry is a published author and frequently contributes to articles on financial planning and investing topics in publications such as The Wall Street Journal, Financial Times, US News, The Street.com , Bankrate.com , and others. In 2023 Larry was named to the Forbes Best-In-State Wealth Advisors list. *

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent who embarked on his career at Mercer Advisors in early 2020. Previously, he accumulated valuable experience at various financial planning firms within the D.C. Metropolitan area. Mark holds dual bachelor’s degrees in finance and psychology, with a concentration in financial planning, from Virginia Tech. With a background rooted in his family’s restaurant business, Mark brings a distinct blend of customer service expertise and a passion for helping people to his role. At Mercer Advisors, he is dedicated to supporting the wealth management teams and helping to ensure clients achieve their financial and personal goals. A native of the Washington D.C. area, Mark enjoys spending time with family and friends, staying active, supporting local sports teams, and traveling.

Keenan began his financial services career in 2009 and has established himself as a trusted professional in helping clients navigate the complexities of financial markets. Prior to joining Mercer Advisors, he served in various key positions at Morgan Stanley, E*TRADE, and LPL Financial. Keenan values the building of deep connections with his clients and strives to not only provide expertise in financial guidance but also create an environment where clients feel supported and empowered to help make informed decisions about their financial future. Keenan is a CERTIFIED FINANCIAL PLANNER™ professional and holds a degree in finance from Salisbury University. He lives in Herndon, Virginia, with his wife, two young children, and their dog. He also enjoys spending time in his community as a volunteer youth lacrosse coach.

Rick is passionate about reducing the stress in his clients’ lives so they can spend time on what they find most important. Most of all, he enjoys developing long-term relationships with clients built on trust. Rick previously worked as the senior financial planner at a registered investment advisory firm, then joined Mercer Advisors in the fall of 2022. He earned a BS in applied economic management with a minor in business at Virginia Polytechnic Institute and State University. He’s also a CERTIFIED FINANCIAL PLANNER™ professional. Rick grew up in southwestern Virginia and now resides in the town of Arlington with his wife. He enjoys working out, traveling, and spending time with family and friends.

Evan has been in the financial services industry since 2002. Prior to joining Mercer Advisors, he worked at Edelman Financial, SEIA, and a mutual fund company. Evan is passionate about helping clients achieve financial freedom,and enjoys educating and advising them on the benefits of holistic financial, tax, legal, and risk management planning. He offers a high level of service along with a warm, personal approach. Evan has a bachelor’s degree from James Madison University as well as FINRA Series 66 license and he’s a CERTIFIED FINANCIAL PLANNER™ professional. A native of northern Virginia, he lives with his wife and three daughters near where he grew up. When he’s not working, Evan loves being in nature pursuing his two biggest outdoor passions: skiing and rock climbing.

Kent began his financial services career in 2011 when he became a Certified Public Accountant, serving in both advisory and compliance roles. He transitioned to wealth management and believes the Internal Revenue Code is the foundation for all financial planning. Kent is also a CERTIFIED FINANCIAL PLANNER™ professional. He graduated from North Georgia College and had the privilege of serving in the United States Army for almost 21 years. He earned an MBA and completed Army Ranger School, Basic Airborne Course, and Jumpmaster School, retiring as a lieutenant colonel. His wife is a recently retired Army colonel, and they have two kids in college. Kent can barely break 105 on the golf course but enjoys the game nonetheless.

Keith loves helping clients amplify and simplify their lives through comprehensive financial planning. Prior to joining Mercer Advisors in 2022, he served as a K-12 and university educator in the U.S. and South Korea. Keith holds bachelor’s and master’s degrees from Liberty University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Student Loan Professional designation, the Chartered Retirement Planning Counselor designation, and the Accredited Portfolio Management AdvisorSM designation. Outside of work, Keith enjoys spending time with his wife and kids — enjoying the outdoors, playing board games, and serving together at their local church.

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.

Courtney began her financial services career in 2015 with Precipio Wealth Management in McLean, VA. Prior to joining Precipio, she gained valuable service and detail skills as an Administrative Specialist with Atlanta-based, Chamberlin Edmonds, a 30-state healthcare provider. During 6 years at Precipio, Courtney built strong relationships with clients while providing exemplary service and support to wealth advisors. Late in 2021, she joined Mercer Advisors as a Client Service Specialist. Courtney is a graduate of Winthrop University in South Carolina. During free time, she enjoys traveling, cooking, and spending time with family and friends.

Michael joined Mercer Advisors in 2021. Prior to joining Mercer Advisors, he worked as a research analyst and assistant portfolio administrator at an investment management firm. Michael graduated from the University of Maryland in 2019, with a bachelor’s degree in Economics. Outside of finance, Michael enjoys staying active and watching sports.