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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Location: San Diego

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Alan Davis

Wealth Advisor

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Dionisio Meneses

Dionisio Meneses, Jr., CFP®

Wealth Advisor

Jonah Tinajero, CFP®

Wealth Advisor

Jonas Noack Image

Jonas Noack, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego, San Diego – Sorrento Valley

Micah Cummins, AMS®, CFP®

Sr. Wealth Advisor

Pat Wynne, CFP®

Wealth Advisor

Patrick Comer, CFP®

Sr. Wealth Advisor

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Chris Walters

Managing Partner, Market Leader

San Diego, Carlsbad

Schane Goheen, CFP®, CLU®, MS AFP

Partner

Garret Ring - Regional Vice President

Garret Ring

Regional Vice President

Angelo Altoveros

Angelo Altoveros

Client Service Specialist

Ayman Azabo

Sr. Client Service Specialist

Connor Umbenhaur

Service Operations Associate

Evan Jewett, MSF

Client Service Specialist

Jared Greenberger, WMS™

Service Operations Associate

Jessica Villarin

Client Service Specialist

Jonathan Tull

Jonathan Tull

Client Service Specialist

Josh Block

Wealth Strategist

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Mercer Advisors Team

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