Pam joined Pinnacle Investment Management in 2012, which was acquired by Mercer Advisors in 2018. She brings over fifteen years of customer service and marketing experience. Pam received her Bachelor of Science degree from DeSales University. She lives in Simsbury, Connecticut with her husband Mike and daughter Kayla. In her free time, she enjoys gardening and traveling.

Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.

Austin began his wealth management career in 2011. Prior to joining Mercer Advisors, he worked with high-net-worth clients in a variety of roles, including financial advisor at Merrill Lynch, senior financial consultant at TD Ameritrade and, most recently, as an investment consultant at Guidance Point Advisors. He is passionate about helping individuals achieve their financial goals through personalized and thoughtful communication. Austin graduated from Gordon College with a degree in accounting and holds the Accredited Investment Fiduciary® designation. He also holds the FINRA Series 66 license. Austin lives in Seacoast New Hampshire with his fiancée.

Ed began his career in the financial services industry in 2004. Prior to joining Mercer Advisors, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a senior financial consultant before becoming a branch manager in New York City. Ed’s strong financial planning background stems from his time as a financial advisor with Ameriprise Financial and expanded as an account executive with Fidelity Investments. He earned a Bachelor of Science in business administration from The University of Delaware and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, New York with his wife and two sons.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.