When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Indian Wells
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
We’re built differently
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
Meet our talented wealth advisors in the Indian Wells area
They’re here to help you connect all your financial dots
Jeff Witt
Sr. Wealth Advisor
Jeff Witt
Sr. Wealth Advisor
CFA®, CFP®, CIPM®
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 Blase
Wealth Advisor
Eric Blase
Wealth Advisor
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 Noack
Wealth Advisor
Jonas Noack
Wealth Advisor
CFA®, CFP®
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 Paolantonio
Wealth Advisor
Chris Paolantonio
Wealth Advisor
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 Baylon
Sr. Client Service Specialist
Maria Baylon
Sr. Client Service Specialist
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 Huffman
Sr. Client Service Specialist
Kailen Huffman
Sr. Client Service Specialist
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.
David Askew
Managing Director
David Askew
Managing Director
CFP®, CDFA®, FBS®, AEP®
David currently manages the Southern California Mercer Advisors offices. He has a passion for educating clients and guiding them through the complexities of the planning process. David earned his MBA with an emphasis in financial psychology and behavioral finance from Creighton University and has a master’s degree in financial planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in business administration at Chapman University and is a CERTIFIED FINANCIAL PLANNER™ Professional. He currently holds the Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst®, Accredited Estate Planner®, and Financial Behavior Specialist designations. David is also an adjunct professor at California State University-Fullerton in the finance department.
Nancy R. Hudak
Director, Client Service
Nancy R. Hudak
Director, Client Service
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 Jack
Executive Managing Director
Kevin Jack
Executive Managing Director
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.
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.