Mercer Advisors

Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Keven Jack Image

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach, Scottsdale

Petra Chien

Sr. Wealth Advisor

Newport Beach

Tracy Jackson

Tracy O. Jackson, MS, CFP®

Sr. Wealth Advisor, Director

Newport Beach

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

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