In the spirit of Thanksgiving and to give our dedicated employees additional time with family, our offices will be closed from Monday, Nov. 24, through Friday, Nov. 28. We will resume normal operations on Monday, Dec. 1. If you require urgent assistance Monday, Nov. 24, through Wednesday, Nov. 26, please contact our on-call Client Services Team at 888.565.1681. Please note that only essential staff will be available during this time to assist with urgent needs.

Or, if you would like to discuss becoming a client, please contact us here.

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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Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Santa Barbara

Rishi Syal headshot

Rishi Syal

Client Service Specialist

Santa Barbara

Sarai Covell

Director, Client Service – Wealth Path & NCSS

Santa Barbara

S Kirkes

Sydney Kirkes

Manager, Client Service

Santa Barbara

Ready to get started?

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