Mercer Advisors Executive and Leadership Team

Jeffrey Lokken, the Chief Executive Officer at Mercer Advisors, directs the overarching strategic vision for the national wealth management firm. By coordinating financial planning, investment management, and tax strategy, the Chief Executive Officer ensures the organization maintains its fiduciary commitment to clients. Lokken architects long-term growth initiatives while overseeing the integration of diverse service lines into a unified client experience. This leadership role involves constant collaboration with the Board to refine market positioning and expand the firm's national footprint. Through rigorous oversight of corporate performance, Jeffrey Lokken drives the operational excellence required to support families in strengthening their financial lives. The Chief Executive Officer prioritizes personalized guidance, ensuring that every strategic decision reflects the core values of the firm. Ultimately, Lokken secures the stability and future trajectory of the organization by fostering a culture of accountability and client-centric innovation across all regional operations.

Gun Keresteci, the Chief Financial Officer at Mercer Advisors, oversees the fiscal health and capital allocation strategies of the national wealth management firm. By managing financial reporting, budgeting, and long-term investment planning, the Chief Financial Officer ensures the organization maintains the resources necessary to deliver integrated financial services. Keresteci directs the firm's financial operations, providing the data-driven analysis required for sustainable growth and market expansion. This role involves close coordination with the executive team to evaluate the financial impact of new service lines and acquisitions. Gun Keresteci drives the development of robust financial controls, ensuring compliance and transparency in all fiduciary activities. By monitoring economic trends and internal performance, the Chief Financial Officer supports the firm's commitment to long-term stewardship. Keresteci manages the balance sheet with precision, ensuring that the firm remains well-positioned to provide personalized guidance and value to clients across the entire national network.

Chloe Schachter, the President's Chief of Staff and Senior Director, Firm Partnership at Mercer Advisors, manages the strategic relationships and internal partnerships that define the firm's collaborative culture. By overseeing the integration of new partners and ensuring alignment with the firm's fiduciary standards, the President's Chief of Staff and Senior Director, Firm Partnership supports the expansion of the national wealth management network. Schachter coordinates complex projects that bridge the gap between executive leadership and regional teams. This role involves facilitating communication and ensuring that partnership initiatives directly contribute to the firm's mission of simplifying financial lives. Chloe Schachter drives the development of frameworks that allow for seamless collaboration between financial planners, tax experts, and estate attorneys. By fostering strong internal connections, the President's Chief of Staff and Senior Director, Firm Partnership ensures that the firm maintains a unified approach to client service. Schachter manages these critical relationships to support the firm's long-term growth and operational stability.

Alexander Kimura, the President at Mercer Advisors, oversees the execution of the firm's strategic growth initiatives and regional market expansion. By focusing on the delivery of integrated wealth management services, the President ensures that the firm's fiduciary approach is effectively implemented across diverse client portfolios. Kimura manages the performance of key business units, driving the adoption of coordinated financial planning, tax strategy, and insurance solutions. This role involves close collaboration with the Chief Executive Officer to refine the firm's competitive strategy and market reach. Alexander Kimura drives the development of regional leadership teams, ensuring that the firm's mission of simplifying financial lives is upheld in every market. By analyzing client needs and market opportunities, the President supports the firm's long-term stewardship goals. Kimura maintains a focus on operational scalability, ensuring that the firm's integrated model remains effective as the organization grows its national presence and continues to provide personalized guidance to families.

Daniel Gourvitch, the President at Mercer Advisors, directs the firm's strategic initiatives related to client service innovation and the enhancement of the integrated wealth management platform. By focusing on the intersection of investment management and estate planning, the President ensures that the firm provides comprehensive solutions that address the complex financial needs of families. Gourvitch oversees the development of new service offerings and the refinement of existing client engagement models. This role involves working with the executive team to ensure that the firm's fiduciary standards are consistently applied across all service lines. Daniel Gourvitch drives the implementation of strategic projects that improve the client experience and increase the firm's market impact. By evaluating the effectiveness of current service delivery, the President supports the firm's commitment to long-term stewardship and personalized guidance. Gourvitch maintains a focus on business development, ensuring that the firm remains at the forefront of the wealth management industry through continuous improvement and strategic alignment.

Don Miller, the Chief Technology Officer at Mercer Advisors, manages the digital infrastructure supporting the firm's integrated wealth management platform. By implementing scalable software solutions, the Chief Technology Officer enables seamless coordination between financial planning, tax strategy, and estate planning teams. Miller oversees the development of secure client portals and data analytics tools that enhance the quality of personalized financial guidance. This role requires constant alignment with the Chief Executive Officer to ensure technological capabilities support the firm's national growth objectives. Don Miller drives the digital transformation of internal workflows, increasing efficiency for advisors across the United States. By modernizing the technical stack, the Chief Technology Officer protects sensitive client information while providing the agility necessary for a competitive market position. Miller maintains a focus on innovation, ensuring that the firm's digital ecosystem remains robust, reliable, and capable of meeting the evolving needs of modern investors.

Josh Cogan, the Chief of Staff at Mercer Advisors, facilitates executive decision-making and streamlines communication across the leadership team. By managing high-priority projects and cross-functional initiatives, the Chief of Staff ensures that the firm's integrated approach to wealth management remains consistent across all departments. Cogan coordinates the execution of strategic goals, acting as a primary liaison between the C-suite and various operational units. This role involves analyzing business performance metrics to provide actionable insights for the Chief Executive Officer. Josh Cogan drives organizational alignment, ensuring that resources are allocated effectively to support the firm's mission of simplifying financial lives. By optimizing internal processes and managing complex workflows, the Chief of Staff enhances the overall productivity of the executive office. Cogan maintains a focus on long-term firm health, ensuring that daily operations remain synchronized with the broader vision of providing comprehensive, fiduciary-based financial guidance to clients nationwide.

Gary Foodim, the Chief Marketing Officer & Shareholder at Mercer Advisors, architects the brand strategy and client acquisition programs for the firm. By promoting the integrated approach to wealth management, the Chief Marketing Officer & Shareholder ensures that the value proposition of combining financial planning, tax strategy, and estate planning reaches target markets nationwide. Foodim oversees all marketing communications, digital presence, and brand positioning to reinforce the firm's reputation as an independent fiduciary. This role involves collaborating with the executive team to align marketing efforts with the firm's growth objectives. Gary Foodim drives the development of educational content and client engagement initiatives that highlight the benefits of personalized financial guidance. By analyzing market trends and client feedback, the Chief Marketing Officer & Shareholder optimizes outreach strategies to attract families seeking comprehensive financial solutions. Foodim maintains a focus on brand consistency, ensuring that the firm's message of long-term stewardship resonates with clients across all regions.

Elizabeth Hioe, the Chief People Officer at Mercer Advisors, directs the human capital strategy, talent acquisition, and organizational development for the firm. By fostering a culture of excellence and fiduciary responsibility, the Chief People Officer ensures that the firm attracts and retains top-tier talent capable of delivering integrated wealth management services. Hioe oversees professional development programs, performance management, and employee engagement initiatives that align with the firm's long-term goals. This role involves collaborating with the executive team to build a workforce that reflects the firm's commitment to personalized client guidance. Elizabeth Hioe drives the implementation of policies that support diversity, inclusion, and operational efficiency across all regional offices. By managing the employee lifecycle, the Chief People Officer ensures that the firm remains a destination for industry-leading financial professionals. Hioe maintains a focus on organizational health, ensuring that the team is equipped to provide the high-quality, coordinated financial planning and tax strategy services that define the firm's market impact.

Loren Pierson, the Chief Operations Officer at Mercer Advisors, manages the day-to-day operational workflows that support the firm's integrated wealth management model. By optimizing processes across financial planning, investment management, and estate planning, the Chief Operations Officer ensures that client service delivery remains efficient and consistent. Pierson oversees the operational infrastructure, implementing systems that allow advisors to focus on providing personalized guidance. This role involves coordinating with the Chief Technology Officer to integrate new tools into the firm's daily operations. Loren Pierson drives the execution of operational excellence initiatives, ensuring that the firm's national network functions as a cohesive unit. By monitoring service quality and operational performance, the Chief Operations Officer supports the firm's commitment to long-term stewardship. Pierson manages the logistics of scaling the business, ensuring that the firm can effectively serve an increasing number of families while maintaining the high standards of fiduciary care that define the organization's market position.