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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Newport Beach

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 Newport Beach area

They’re here to help you connect all your financial dots

Kevin Jack

Managing Director

Kevin Jack

Kevin Jack

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.

Lisa Goodman

Regional Vice President

Lisa Goodman

Lisa Goodman

Regional Vice President

Lisa has over two decades of experience working with high-net-worth and institutional clients in the financial industry. Lisa is passionate about assisting clients with identifying and achieving their financial goals. Prior to joining Mercer Advisors, Lisa worked at another RIA as Vice-President of Wealth Management and as a Client Portfolio Manager for a large investment management firm. Lisa received her bachelor's degree from the University of California, San Diego and her MBA from Alliant International University. Lisa is on the leadership team for the Ellevate Network and serves on the board of directors for the San Diego Center for Children. In her free time, Lisa loves to travel, mentor her sister from Big Brothers Big Sisters, golf, hike, snowboard, and spend time with her family.

Jeffrey Marchiorlatti

Regional Vice President

Jeffrey Marchiorlatti

Jeffrey Marchiorlatti

Regional Vice President

Jeff has over two decades of experience as a sales leader and manager in the financial services industry. In his role as Regional Vice President in Southern California, Jeff focuses on helping families change the trajectory of their lives and their wealth. Mercer Advisors seeks to accomplish this with our Family Office Model. A native of Newport Beach, CA, Jeff graduated from UCLA where he was a member of the 1996 NCAA National Championship Men's Water Polo team. He enjoys watching and coaching his children's sports, mountain biking and skiing. He resides locally with his wife and three children. Jeff holds the FINRA Series 65 License.

J.J. Boot

Associate Regional Vice President

J.J. Boot

J.J. Boot

Associate Regional Vice President

Having joined Mercer Advisors in 2019, J.J. brings with him an enthusiasm around helping potential clients explore the value and exceptional care Mercer Advisors delivers across its services. Although he grew up just north of New York City, J.J. started his financial services career at BlackRock's institutional team in Europe, before moving back to the US and joining Mercer Advisors shortly after. He currently lives in Southern California. J.J. holds a MSc in Finance and Investments from the Rotterdam School of Management in the Netherlands, and speaks Dutch fluently.

Tracy O. Jackson

Sr. Wealth Advisor, Director

Tracy O. Jackson

Tracy O. Jackson

Sr. Wealth Advisor, Director

Tracy O. Jackson was the Founder and President of Jackson Financial Management, which he established in 1995. Mr. Jackson entered the financial services industry in 1985. Tracy’s vast experience in financial services spans nearly four decades. Before establishing Jackson Financial Management, he served as a principal partner to a financial planning practice he co-founded where he was responsible for specialized and technical planning for high net worth individuals and small to medium-sized businesses. He also served as a senior financial planner at IDS Financial Services. Prior to IDS Financial Services, he founded a micro-based accounting consulting company.

His greatest experience and knowledge of client professions are with law firms and their partners, health care executives and doctors, escrow and real estate companies, and engineering firms. He has served as an advisor to a select number of high net worth families and business owners since 1987.

Tracy is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds a Master of Science degree with an emphasis in Financial Planning from the College for Financial Planning, where he graduated with honors. He earned his bachelor’s degree in Business Administration from California State University at Fullerton. He is a long-time member of the Financial Planning Association.

Tracy is a native of southern California and enjoys spending time with his family, snow skiing, scuba diving, hiking, fishing, woodworking, and helping out various non-profits.

David Askew

Sr. Wealth Advisor, Director

David Askew

David Askew

Sr. Wealth Advisor, Director

MBA, MSFS, CFP®

daskew@merceradvisors.com

David began his career in the financial services industry in 2004. David manages the Mercer Advisors Newport Beach team and has a passion for educating clients and guiding them through the complexities of the planning process. David received 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 PLANNERTM. He also holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Chartered Advisor in Philanthropy (CAP®) designations. David resides in Orange County with his wife and two daughters.

James Shanton

Sr. Wealth Advisor

James Shanton

James Shanton

Sr. Wealth Advisor

James entered the financial services industry in 1995. Prior to joining Mercer Advisors, James maintained a sole proprietor in the business of providing computer and financial planning services, while continuing his full-time employment with ADP. In 1998, James joined Jackson Financial Management on a full-time basis. James has been an investment advisor representative of Jackson Financial Management since January of 1998 and served as a member of the executive management team and stockholder in Jackson Financial Management. His areas of expertise include high-net-worth financial planning, investment management, retirement planning, estate planning, and life insurance strategies. He graduated from California State University Fullerton with a Bachelor of Arts in Business Administration / Finance, holds the FINRA Series 65 License, and obtained the CERTIFIED FINANCIAL PLANNERTM certification in 2001. James currently serves on the board of trustees for Premiere Christian Education Group. He resides in Southern California with his wife, Kathy, and they have been blessed with two grown children. Their son, daughter-in-law, and two grandsons live in South Carolina and their daughter resides in Southern California. Jim enjoys surfing, skiing, soccer, basketball, volunteering and relaxing with family and friends.

Rudolph Brandes

Sr. Wealth Advisor

Rudolph Brandes

Rudolph Brandes

Sr. Wealth Advisor

Rudy began his career in financial services industry in 2011, working as an advanced planning consultant and in-house legal counsel at a major insurance company. In 2015, he joined Jackson Financial Management as a Financial Advisor and shortly thereafter became part of the firm’s Executive Management Team.

He strives to leverage his tax and consulting experience to suggest creative and practical financial planning solutions for business succession, retirement, charitable and estate planning scenarios involving executives and ultra high-net-worth clients with closely held businesses.

He earned a Master of Laws in Taxation degree from the New York University School of Law (Executive Program). He also obtained a Juris Doctorate from Southwestern Law School (Cum Laude), and a bachelor’s degree from the University of California, Los Angeles (Cum Laude).

He is a native of Southern California and lives in Irvine with his wife, Mara, and their three children.

Erik W. Thurnher

Sr. Wealth Advisor

Erik W. Thurnher

Erik W. Thurnher

Sr. Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER professional and former practicing emergency physician, Erik brings a unique perspective and almost 25 years of experience to the business of helping healthcare professionals manage their finances. Prior to joining Mercer Advisors, Erik served as founder and Principal of two personal finance companies, Physicians Financial Advisors and MedCentric Financial Network. His areas of expertise include investment management, retirement planning, and tax strategies. He practiced emergency medicine with Kaiser Permanente in Southern California from 1998 through 2008. Erik completed his undergraduate studies at UC Berkeley, earned his MD from George Washington University, and underwent residency training at UC Irvine. He earned his CFP® certification in 2000. His hobbies include adventure travel, fitness, scuba and sky diving, and reading.

Ignatius D’Anna

Wealth Advisor

Ignatius D’Anna

Ignatius D’Anna

Wealth Advisor

Iggy enjoys working with clients to tailor comprehensive wealth management plans and strategically assess their progress while staying aligned with each client's personal goals and values. Prior to joining Mercer Advisors, he held advisory roles with Merrill Lynch, Charles Schwab, and BNY Mellon. Iggy earned his undergraduate degree from Loyola Marymount University and completed the Personal Financial Planning program at UCLA. He is also a CERTIFIED FINANCIAL PLANNERTM professional. Iggy resides in Newport Beach with his wife, Kate, and their King Charles Spaniel, Phoebe. When he's not working with clients, Iggy enjoys golfing, traveling, and spending time with friends and family.

Christina Hung

Wealth Advisor

Christina Hung

Christina Hung

Wealth Advisor

Christina began her wealth management career in 2012 as a Private Wealth Advisor for Goldman Sachs in Los Angeles. There, she advised ultra high-net worth individuals on matters relating to investment management, tax, trust and estate planning, and concentrated stock sale strategies. Prior to joining Mercer Advisors, Christina spent four years working as a client relationship manager for Argosy Wealth Management. Aside from managing client investment portfolios, she advised clients around financial planning matters such as retirement and income planning and tax-sensitive asset gifting strategies. Christina graduated from the University of California Los Angeles with a B.S. in Computer Science and with an MBA from the Anderson School of Management. She currently serves on the Board of Directors for the Friends of Greystone, a non-profit organization that restores and preserves the Doheny Greystone Estate in Beverly Hills. She speaks English, Mandarin and Spanish.

Tyler Smith

Wealth Advisor

Tyler Smith

Tyler Smith

Wealth Advisor

Tyler began his financial planning career as a financial advisor at a fee-only wealth management firm in Redondo Beach, CA, where he provided high net-worth individuals, families, and businesses with comprehensive financial planning advice. Prior to that, Tyler worked for 12 years as a partner at a technology firm where he focused on accounting, finance, and business development. He has a deep passion for helping his clients realize their best financial life and specializes in the areas of investment management, tax and estate planning, business planning, and retirement plans. Tyler is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Investment Fiduciary®, and an active member of his local Financial Planning Association chapter. He graduated from the University of California, Santa Barbara with a degree in History and lives in San Diego, CA with his wife, Allison, and two young boys, Jackson and Henry.

See our entire team

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.


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.