team stempel
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 Managing Director  Email: AdamAdam has been specializing in helping individuals, families, and small businesses manage their finances for over seven years. Upon graduating from the University of California at Santa Barbara with a degree in Business and Economics, Adam started his career as a provider of personal loans and residential mortgages. In 2004, he joined Mercer Advisors in order to better pursue his goal of providing comprehensive financial advice to his clients. Adam is a member of the Financial Planning Association. |  Managing Director Email: GarthGarth's 18 year career in financial services includes employee benefits, institutional Trust and financial planning. Prior to joining Mercer Advisors in 2001, Garth was a Trust Officer and Project Manager at US Bancorp in Minnesota. As a Strategic Advisor at Mercer Advisors, he walks in partnership with his clients to realize their goals and dreams both personally and professionally. Garth holds a degree from Westmont College and is an active member of the Financial Planning Association. |
 Financial Advisor Email: JessicaJessica graduated from Westmont College where she earned a bachelor's degree in Economics & Business. She joined Mercer Advisors in 2007. She developed an immediate passion for empowering her clients to achieve their goals through comprehensive financial planning. Jessica left the Santa Barbara branch office in order to pursue her career in San Francisco. She was instrumental in helping to establish our San Francisco branch in 2011. She holds the NASD Series 65 license and graduated in 2011 from San Francisco State University's CFP® program. |  Financial Administrator Email: SteveSteve joined Mercer Advisors in 2011 and brings with him experience from both the independent broker-dealer and wire house sides of the financial industry. Steve assists his team with operational client service and support. He graduated from the University of California, Santa Barbara with a bachelor's degree in Business Communication & Marketing. Steve is currently working toward obtaining his Series 65 Investment Advisor Representative license. |
