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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Jasmine Honda

Client Service Specialist

Newport Beach

Jenna Martinez

Private Market Specialist

Newport Beach

Laura Madariaga

Laura Madariaga

Lead Client Service Specialist

Newport Beach

Marjan Mahdavi

Manager, Client Service

Newport Beach

Martha Kilfoy

Martha Kilfoy

Client Service Specialist

Newport Beach

Matthew Crow

Managing Director, Channel Client Development

Newport Beach

Nick Gomez

Nick Gomez

Client Service Specialist

Newport Beach

Pamela Brown

Pamela Brown

Client Service Specialist

Newport Beach

Roxanne Konieczka

Roxanne Konieczka

Client Service Specialist

Newport Beach

Trisha Miller

Sr. Client Development Associate

Newport Beach

Lisa Goodman

Regional Vice President

Newport Beach, San Diego

Kirk Fagot

Service Operations Associate

Newport Beach

Josef Palik

Sr. Tax Associate

Newport Beach

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