With a career spanning over two decades, Jeff has consistently demonstrated a profound understanding of finance and a commitment to helping clients navigate their wealth management needs. Jeff's journey in the financial industry commenced in 1996 as an Equity Analyst for the investment bank, Hanifen Imhoff. Following this role, Jeff transitioned into the public sector, where he served as a Senior Financial Analyst/Economist for the City of San Diego. In this capacity, he played a crucial role in overseeing the financing for the construction of Petco Park, leaving an indelible mark on the city's landscape. In 2005, Jeff joined Private Asset Management, Inc serving in many different roles and culminating in his appointment to President/CEO. A graduate of the University of Colorado at Boulder, Jeff's academic achievements reflect his dedication to intellectual pursuits. He graduated cum laude with dual degrees: a B.A. in Economics and a B.A. in Philosophy of Law.

Eric possesses a profound curiosity and unwavering passion for investing and technology. Accumulating over 35 years of invaluable experience in investment, he has spent more than 12 years fostering direct client relationships. His journey led him to Mercer Advisors through the acquisition of Private Asset Management, Inc. With a degree in business and computer science from Western Washington University, Eric has consistently proven himself as an indispensable asset to the team, contributing significantly across compliance, technology, and wealth advisory domains. Continuously immersing himself in the latest developments in the economy, investment strategies, and technological advancements, Eric's commitment to staying current is unwavering.

Jonas began his financial services career in 2018 as an Investment Analyst at Meketa Investment Group, advising multi-employer and public pensions, endowments and foundations, and corporate defined contribution plans. He also worked as a Senior Investment Analyst for the Northrop Grumman investment team, overseeing fixed income and private credit assets for the pension plan. Jonas graduated from University of the Pacific with a BS degree in business administration and earned an MS degree in finance from University of San Diego. He's a Chartered Financial Analyst® charterholder and a member of the CFA Society of San Diego. When not on an adventure with his wife and two dogs, Jonas enjoys golfing, cooking, and watching sports.

Chris began his career in financial services in 2018 and joined Mercer Advisors as an Associate Wealth Advisor in September 2023. Previously, he was an Investment Associate at Fiduciary Trust International in Radnor, Pennsylvania, focusing on portfolio management and guiding high-net-worth clients through all stages of their wealth management journey. Chris is a Chartered Financial Analyst® and a graduate of the University of South Carolina. He resides in San Diego and enjoys spending time outdoors, traveling, and rooting for his hometown Philadelphia teams.

Maria began her career in financial services in 2013 at a local boutique firm and broker-dealer, where she worked with a team of financial advisors, providing administrative support and served as a liaison between clients and back-office operations. Maria joined Mercer Advisors via the Private Asset Management, Inc. ("PAM") acquisition in August 2023. Before the acquisition, she worked with PAM for seven years as part of the Operations team. In addition to ensuring continuous and high-level client service, she and her team collaborated with the wealth advisory teams and internal departments to improve and evolve operational efficiencies. Maria enjoys working with her clients and colleagues and is passionate about offering the best service possible. Born, raised, and living in sunny San Diego, CA, she enjoys relaxing by the pool, going to the beach, paddle boarding, and spending time with her family.

Kailen started in financial services at a Broker-Dealer firm in 2007 before switching to wealth management in 2014. Kailen joined Mercer Advisors via the Private Asset Management acquisition in August 2023. Having over 15 years of experience in the industry has allowed Kailen to provide a solid level of service and perspective. She takes pride in the ethics, respect, and personal touch she offers clients. Kailen has a degree in Business with a concentration in Human Resource Management and is a Notary Public. Outside the office, Kailen enjoys spending time with her daughter and family, camping, and working on crafty projects.

Nancy began her career in the financial services industry in 1993. Prior to joining Mercer Advisors in 2009, she worked at Charles Schwab & Co. where she gained vast experience in project management, communications, reporting, customer service, and administration. Nancy will apply her skill set to support the Scottsdale branch in helping clients fulfill their financial goals. She holds the FINRA Series 65 License.

Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Managing Director, Kevin ensures client service and financial planning standards are met and maintained. He also enjoys helping his clients achieve their vision by bringing together such diverse elements as investments, pension plans, insurance, tax management, and estate planning in a comprehensive plan. Kevin graduated from the University of Arizona with a degree in Economics and a minor in Business Administration. He also holds the FINRA Series 65 License. Kevin resides in Orange County with his wife and three children.