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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West: Greater San Diego

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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

Kailen Huffman

Sr. Client Service Specialist

Indian Wells, San Diego – Sorrento Valley

Maria Baylon

Manager, Client Service

Indian Wells, San Diego – Sorrento Valley

Rubi Contreras Image

Rubi Contreras

Sr. Manager, Client Service

Shaya Reiisieh

Client Service Specialist

Zhanar Jerew

Client Service Specialist

San Diego – Sorrento Valley

Jacob Lynch, CFP®

Sr. Financial Planner

Luke Hiddessen

Financial Planner

Debby Carson

Debby Carson, CPA

Sr. Manager, Tax

Nicholas Cathcart, CPA, EA

Tax Manager

Phil Gellada

Phil-Joseph Gellada, CPA

Sr. Tax Associate

Tamara Ballensky, CPA®

Tax Manager

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego, Santa Barbara, Scottsdale, Woodland Hills

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Mercer Advisors Team

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