Mersberger Financial Group Team

We pride ourselves on being an industry-leading, certified team of financial advisors that uses our knowledge to better guide our clients on their journey, from just starting to invest to retirement and beyond.

Meet our Professionals
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The entire Mersberger Financial Group team
The entire Mersberger Financial Group team

Executive Team


            Headshot of Peter Mersberger
Peter J. Mersberger, LUTCF®

Executive Vice President / Financial Advisor


            Headshot of Marilyn Mersberger
Marilyn L. Mersberger

Executive Vice President


            Headshot of Joshua Mersberger
Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor


            Headshot of Zachary Mersberger
Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor


            Headshot of Donald Hammond
Donald C. Hammond, CFP®, AIF, MBA

Executive Vice President / Director of Employer Plan Services / Financial Advisor

Advisor Team


            Headshot of Peter Mersberger
Peter J. Mersberger, LUTCF®

Executive Vice President / Financial Advisor


            Headshot of Joshua Mersberger
Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor


            Headshot of Zachary Mersberger
Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor


            Headshot of Donald Hammond
Donald C. Hammond, CFP®, AIF, MBA

Executive Vice President / Director of Employer Plan Services / Financial Advisor


            Headshot of Andrea Zoeller
Andrea J. Zoeller, CFP®

Financial Advisor / Director of Financial Planning


            Headshot of John Brazier
John Ben Brazier

Assistant Director of Financial Planning / Associate Financial Advisor


            Headshot of Matthew Krier
Matthew A. Krier

Associate Financial Advisor

Wealth Management Team


            Headshot of Zachary Mersberger
Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor


            Headshot of Joshua Preiss
Joshua P. Preiss, CFA®

Director of Trading / Portfolio Manager


            Headshot of Austin Summers
Austin A. Summers

Portfolio Research Associate

Operations & Marketing Team

Client Relations Team
Headshot of Tanya Roethel-King
Tanya M. Roethel-King

Co-Director of Client Relations

Headshot of Deb Morgan
Debra A. Morgan

Co-Director of Client Relations

Client Services Team
Headshot of CaSondra Gimbi
CaSondra L. Gimbi

Director of Client Services

Headshot of Paige Gerber
Paige O. Gerber

Client Services Specialist

Headshot of Kendall Kane
Kendall A. Kane

Client Services Specialist

Marketing
Headshot of Leslie Clark
Leslie A. Clark

Director of Marketing & Communications

Mersberger Advisor Services


            Headshot of Jasen Dahm
Jasen Dahm, CFA, CPA

Managing Director of Advisor Services


            Headshot of Joshua Preiss
Joshua P. Preiss, CFA®

Director of Trading / Portfolio Manager


            Headshot of Zachary Mersberger
Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor


            Headshot of CaSondra Gimbi
CaSondra L. Gimbi

Director of Client Services


            Headshot of Paige Gerber
Paige O. Gerber

Client Services Specialist


            Headshot of Austin Summers
Austin A. Summers

Portfolio Research Associate


            Headshot of Leslie Clark
Leslie A. Clark

Director of Marketing & Communications


            Headshot of Kendall Kane
Kendall A. Kane

Client Services Specialist


            Headshot of Joshua Mersberger
Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor

Investment Committee


            Headshot of Joshua Mersberger
Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor


            Headshot of Zachary Mersberger
Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor


            Headshot of Donald Hammond
Donald C. Hammond, CFP®, AIF, MBA

Executive Vice President / Director of Employer Plan Services / Financial Advisor


            Headshot of Andrea Zoeller
Andrea J. Zoeller, CFP®

Financial Advisor / Director of Financial Planning


            Headshot of John Brazier
John Ben Brazier

Assistant Director of Financial Planning / Associate Financial Advisor


            Headshot of Joshua Preiss
Joshua P. Preiss, CFA®

Director of Trading / Portfolio Manager


            Headshot of Austin Summers
Austin A. Summers

Portfolio Research Associate


            Headshot of Jasen Dahm
Jasen Dahm, CFA, CPA

Managing Director of Advisor Services

A Team of Professionals

Our Team's Credentials

A team of deep industry-leading expertise and experience that allows us to offer a high level of service.

Team Credentials

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