Jason began his financial planning career in 2011 when he joined Prudential Financial. His areas of expertise include, but are not limited to, high net worth financial planning, executive compensation planning, and investment advisory. He graduated from Holy Family University in 2012 with a Bachelor of Science in Business Administration and obtained his CERTIFIED FINACIAL PLANNER^TM designation in 2016. Jason lives with his wife Jennifer and their dog Tasha in Warrington, PA. In his free time, Jason enjoys golfing, working on cars and playing guitar.

Susan began her career in wealth management at Traust Sollus Wealth Management (fka Zdenek Financial Planning) in 2007. In addition to providing investment advisory services, her areas of expertise include comprehensive financial and cash flow planning, which incorporates income tax planning, estate planning, and risk management services. Her client base is primarily comprised of executives (due to her deep knowledge of executive compensation and benefit plans), professionals, and retirees. Prior to becoming a wealth manager, Susan practiced as a CPA at Touche Ross specializing in income taxes for individuals, estates and trusts and then worked as a tax consultant for Delphi Asset Management serving high net worth individuals, estates and trusts. She received a Bachelor’s of Business Administration, with a major in accounting, from the University of Miami and a Masters of Taxation from Seton Hall University and holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Susan is the current co-chair of the Women’s Division of the Financial Planning Association of New Jersey and holds a board of trustees position, serving as the treasurer of Roots & Wings Foundation, a New Jersey not-for-profit organization providing housing and support services for young adults who have aged out of the foster care system.

Bryan began his wealth management career in 2005 when he joined Traust Sollus Wealth Management, which was acquired by Mercer Advisors in 2018. His areas of expertise include, but are not limited to, high net worth financial planning, income tax planning and investment advisory. He graduated from the University of Michigan (Ann Arbor) with a Bachelor of Science in Engineering in Industrial and Operations Engineering. He has also earned a Master of Accounting and Financial Management degree from DeVry University’s Keller Graduate School of Management. Bryan is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) Charterholder.

David began serving high-net-worth clients as an investment advisor in 1996. Before joining Mercer Advisors, he was founder and managing member of a financial advising firm where he specialized in portfolio management and insurance. David also teaches financial planning at Widener University's Graduate School of Business, a CFP® Board registered program. David’s formal education includes a Master of Engineering Science degree from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University. He is a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Financial Behavior Specialist^®.

Madeline founded Novos Planning Associates, an independent Registered Investment Advisor firm, in 1985. She was an early advocate for the professional standards and academics of the CFP® Board and served as national president of the Institute of Certified Financial Planners. Her areas of expertise include comprehensive financial and estate planning, individual investing, retirement planning, and charitable gift planning. As an art historian and former museum curator, she has special expertise in planning issues related to owning and investing in fine art and antiquities. Madeline received her BA from Cornell University and completed her MA in art history at Columbia University. She has served on non-profit boards and advisory committees and lectured on individual investing, personal planning, and planned giving. Presently, she co-hosts a series on “Investment Strategies for the Individual Investor” at the 92nd Street Y in New York City.

Marissa began her financial services career in 2016. Prior to joining Mercer Advisors, she gained broad experience at Fidelity Investments as a financial consultant, advising and creating financial plans for high-net-worth individuals. Marissa has a passion for wealth planning and takes pride in helping clients achieve their financial goals. She's committed to learning the details of every financial situation and focuses on delivering honest, transparent, and thoughtful recommendations for a truly customized plan. Marissa graduated summa cum laude from the University of Tampa with a bachelor's degree in international business and finance, and she became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2019. She resides in Manhattan with her fiancé and their French bulldog. When Marissa isn't working with clients, she enjoys spending time with family, skiing, and traveling.

Steven is dedicated to helping individuals and families achieve their financial goals, now and in the future. With nearly two decades of experience in the financial planning field, Steven has developed a comprehensive understanding of how to best serve clients. His primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. He works closely with clients to understand their unique objectives and to create a personalized holistic financial plan that aligns with their goals. He also helps in navigating complex financial situations such as estate planning, tax planning, and retirement planning. Steven believes that open communication and trust are key components of a successful advisor-client relationship, and he strives to build strong, long-term partnerships. In addition to being a Wealth Advisor, he's most proud of spending time with his wife and their two children.

Rafael began his career in the financial services industry in 2015. Prior to joining Mercer Advisors, he was a Financial Planning Intern while completing a degree in Financial Planning from William Paterson University. As a CERTIFIED FINANCIAL PLANNER ™ professional, Rafael focuses on building generational financial plans to guide clients up to and through retirement. Rafael has created a specialty in solutions for clients in structuring efficient repayment plans for student loan borrowers. Rafael and his wife reside in Wayne, New Jersey and enjoy spending time with their Corgi puppy, Cynthia.

Mendim began his wealth management career in 2014. He enjoys handling all aspects of personal financial planning, estate, tax, and investment advisory services for his high net worth and ultra-high net worth clients. He is keen on helping clients navigate the complexities of their financial lives to achieve/maintain Economic Freedom. Prior to joining Mercer Advisors, Mendim worked as a financial planner at a midsized wealth advisory firm. He graduated from the Zicklin School of Business with a Finance degree and is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 License. During his free time, Mendim enjoys cycling, skiing, traveling, and the world of wine.

Ben began his financial services career in 2010. Prior to joining Mercer Advisors, he gained valuable experience at UBS Financial Services as a wealth management intern and most recently, supported high-net-worth clients as an associate planner at Novos Planning Associates. Ben enjoys working with clients and helping them achieve their goals through comprehensive financial planning. He graduated from Pace University with a Bachelor of Business Administration degree in Finance. He is fluent in Russian and Armenian.

Tammy began her career in the financial services industry in 2006. Prior to joining Mercer Advisors, she worked at Amper Financial providing planning services to women in transition, specifically those recently emerging from divorce and widowed. Her experiences have provided her the skills to help individuals and families achieve their financial goals. Tammy graduated from Rider College with a degree in accounting. Tammy is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER^TM professional. She worked at Grant Thornton for nearly twelve years providing attest, review and compilation services to corporate clients. Tammy lives in South Brunswick, New Jersey with her husband and two daughters.

Charlene has over thirty years of diversified administrative services experience. She joined Traust Sollus Wealth Management as a Senior Administrator in 2011, and joined Mercer Advisors in 2018 via Mercer Advisors’ acquisition of Traust Sollus. Prior to joining Traust Sollus, Charlene was the Assistant to the President & CEO and Administrative Services Manager at Robert Wood Johnson University Hospital Hamilton. She has handled matters of complexity and confidentiality and possesses a strong customer service ethic. She enjoys sunrises and sunsets on the beach and spending time with her family.