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Meet Your Team

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

151 Kalmus Drive
Suite H-7
Costa Mesa, California 92626

Hours: 8AM – 5PM, Monday – Friday

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Meet Your Costa Mesa Team

Rudolph Brandes

Client Advisor

Joanna Hsu

Client Associate

Tracy O. Jackson

Client Advisor and Branch Manager

Eunice Kim

Associate Advisor

James Shanton

Client Advisor

Pamela Brown

Client Associate

Roxanne Konieczka

Client Associate

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