Bennet joined Mercer Advisors as part of the Regent Wealth Management acquisition. He was Managing Director at Regent Wealth where he focused on financial planning strategies and investment management. He previously worked at Wood Creek Capital/Barings, in their Alternative Investments and Real Assets Group. Prior to that he worked in the business assurance and advisory arm of PricewaterhouseCoopers. Bennet has a B.S. in Accounting from the University of Pretoria, South Africa, and an M.S. in Accounting from the University of Connecticut. He is a Chartered Financial Analyst (CFA®) and a Certified Public Accountant (CPA). He has lived in many parts of the world and currently lives in Connecticut with his family.

Eric began his career in the financial services industry in 1996. Prior to joining Mercer Advisors, he worked at State Street Global Advisors, Morgan Stanley, and State Street Bank & Trust providing a broad array of financial services to both high-net-worth individuals and institutional clients. Most recently, Eric was a vice president/regional consultant at State Street Global Advisors. He graduated from Ohio Wesleyan University with a Bachelor of Arts in Economics Management, holds the FINRA Series 66 License, and is a CERTIFIED FINANCIAL PLANNER^TM professional. Originally from the Hartford, CT area, Eric now resides in Massachusetts, with his wife and son. In his spare time, he enjoys relaxing with family and friends, walking the dog, and playing basketball.

With over 15 years’ experience in financial services, Nadia joined Mercer Advisors in January 2023. Before that, she worked as an advisor and a planner at several registered investment advisors and as a financial advisor at Merrill Lynch holding Series 66 securities license. She obtained her Bachelor of Science degree in business administration from the University of New Hampshire, her MBA from Bentley University, and her master’s in taxation from Northeastern University. She resides in Connecticut, where she enjoys sailing, running, and biking.

Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State – SUNY College of Technology with a bachelor’s degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.

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.

Carynna cherishes helping people and providing comprehensive support. Her passion lies in empowering others to achieve financial well-being towards a more secure and confident future. Carynna is a proud graduate of the University of Connecticut. There she earned a bachelor’s degree, double majoring in Economics and Psychology with a specialized focus on consumer psychology. Carynna also plans to earn the CERTIFIED FINANCIAL PLANNER™ certification to deepen her understanding of holistic planning and better serve clients. Beyond her professional endeavors, Carynna find joy in skiing, Pilates, yoga and exploring the outdoors with her pup through hikes and camping trips.

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.

For over 20 years, Timothy has been helping families, businesses, and institutions create better financial plans and investment outcomes. Prior to becoming Regional Vice President at Mercer Advisors, he held leadership roles at Wainwright Investment Counsel, TD Ameritrade, and Charles Schwab & Co. Timothy has a bachelor of liberal arts degree in social science and a master of liberal arts degree in finance from the Harvard University Extension School. He also holds the FINRA Series 65 license. Timothy lives in Lexington, Massachusetts, with his wife and two boys. He enjoys skiing, hiking, and reading about behavioral economics. He’s a volunteer board member for the Lexington Education Foundation and Lexington High School Soccer Boosters, and a pro bono consultant for the Harvard Business School Association of Boston Community Action Partners.

Monica began her financial career in 2007 at Regent Wealth Management Group where she handled a variety of client service, operations, and compliance-related responsibilities. When Regent was acquired by Mercer Advisors in 2019, Monica transitioned into her current role of Client Associate. Monica received her Bachelor of Arts degree in Legal Studies from Quinnipiac University.