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.
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.
They’re here to help you connect all your financial dots
Jason O’Meara
Wealth Advisor, Director
Jason O’Meara
Wealth Advisor, Director
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 degree in business administration and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2016. Jason lives with his wife, daughters, and their dog in Jamison, Pennsylvania. In his free time, he enjoys golfing, working on cars, and playing guitar.
Susan Portnoi
Sr. Wealth Advisor
Susan Portnoi
Sr. Wealth Advisor
CPA/PFS
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 Bielawski
Sr. Wealth Advisor
Bryan Bielawski
Sr. Wealth Advisor
CPA, CFA
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 Haman
Sr. Wealth Advisor
David Haman
Sr. Wealth Advisor
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 PLANNERTM professional and a Certified Financial Behavior Specialist®.
Madeline I. Noveck
Sr. Wealth Advisor
Madeline I. Noveck
Sr. Wealth Advisor
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 Nece
Wealth Advisor
Marissa Nece
Wealth Advisor
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 Crevar
Wealth Advisor
Steven Crevar
Wealth Advisor
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 Arellano
Wealth Advisor
Rafael Arellano
Wealth Advisor
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 Gecaj
Wealth Advisor
Mendim Gecaj
Wealth Advisor
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 Gyulambaryan
Wealth Advisor
Ben Gyulambaryan
Wealth Advisor
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 Cooper
Sr. Financial Planner
Tammy Cooper
Sr. Financial Planner
CPA, CFP®
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 PLANNERTM 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 Maruska
Regional Service Manager
Charlene Maruska
Regional Service Manager
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.
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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.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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