Meet Zeke
Zeke is a Wealth Advisor based in Austin, Texas. He joined Mercer Advisors in 2021 after serving as a financial advisor and planner at Financial Life Advisors for nearly five years. Zeke is a CERTIFIED FINANCIAL PLANNER® professional. He earned a BBA degree in economics from the University of Texas-Pan American and a M.S degree in personal financial planning from Texas Tech University. Inspired by his immigrant parents, who managed their finances well despite holding labor-intensive, low-income positions, Zeke learned the importance of good financial planning and is dedicated to educating others.
Zeke’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Zeke has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including experience with clients at Dell, Nvidia, and Apple
His working style
Zeke enjoys helping clients fully understand financial planning concepts. He focuses on explaining complex topics in a clear and detailed way so clients leave with a stronger understanding of the power of a financial plan. He follows each meeting with a written recap and action items for easy reference. Quick, reliable communication is a priority, and Zeke and his team work hard to help clients feel supported at every step.
Zeke in real life
What keeps you busy outside of work?
I love spending time with my wife and our pets. We enjoy being outdoors together, traveling, going to the gym, attending comedy shows, and finding any excuse to be near the water. When we can, we also like to jump into a pickup soccer game.
Favorite thing about where you live?
One of my favorite things about Austin is how naturally it brings people outside. Whether we are near the water, walking our pets, trying new restaurants, or catching a comedy show in the evening, it gives us an easy way to enjoy our time together and connect with others.
What makes you tick?
Making my parents proud. They poured so much into me, and I want to give back more than they ever expected. They shaped my work ethic, my values, and the way I show up for the people I care about.
Zeke’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Zeke’s Teammates
Joel Lange
Sr. Wealth Advisor
What Zeke Says
Joel has been an outstanding mentor and advisor. Learning from him since the day I joined Mercer Advisors has been a privilege and a major part of my development. He brings clarity, creativity, and steady guidance to every situation, which makes it easy to deliver the best outcomes for our clients.
Dane Sauer
Managing Partner
What Zeke Says
Collaborating with Dane is always a privilege. Working closely with him was instrumental in my career. His insight, patience, and commitment to excellence have had a real impact on how I approach working with clients.
Katherine (Katy) Cordeiro
Client Service Specialist
What Zeke Says
Katy’s attention to detail and ability to keep everything running smoothly make a huge difference. She helps me stay organized and on track, and her reliability ensures we follow through on the promises we make to the families we work with. Our team is stronger because of her.
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