Marcus joined Mercer Advisors in 2022. With a passion for financial education, Marcus partners with clients to help them have comfort and clarity with their investments and financial plan. Prior, he spent many years with Morgan Stanley, focusing on multigenerational investment planning for families and small businesses. Marcus is a Virginia native with deep connections to the state; its business community recognizes his family’s significant leadership contributions over several generations. He graduated from the University of South Carolina. Marcus is a member of Tuckahoe Presbyterian Church, where his wife serves as pastor and head of staff. In his community he works with Junior Achievement of Central Virginia, Firehouse Theatre, and the Monticello Association. He and his wife are the proud parents of two children.

Jody began her financial services career in 2002 with Prudential Financial as an Investment Associate. She is dedicated to assisting her team in all aspects of client services. She enjoys interacting with clients and helping them meet their short-term and long-term financial goals. Jody graduated from Radford University with a focus in Marketing. At Mercer Advisors, she is committed to maintaining strong client relationships and providing exceptional service.

Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients’ lives and helping them enjoy the things that matter to them.

Joseph began his career in finance in 2004. As a managing director for the mid-Atlantic markets, he oversees six wealth management offices and serves as a member of both the senior leadership team and the Mercer Advisors investment committee. Prior to joining Mercer Advisors, he worked at Merrill Lynch as a portfolio manager and senior wealth advisor. Joseph holds dual master’s degrees in finance and business management from Johns Hopkins University and is a CERTIFIED FINANCIAL PLANNER™ Professional. Joseph lives in Alexandria, Virginia with his wife and three children.