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, Sr. Director
Jason O’Meara
Wealth Advisor, Sr. 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.
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®.
Ryan M. Flurer
Wealth Advisor
Ryan M. Flurer
Wealth Advisor
Ryan believes in putting in the hard work necessary to make someone else’s day a little brighter. After graduating from Temple University in 2012, he knew he wanted to work with advisors who were fiduciaries—required to put the interests of their clients before their own. Ryan began his career at Cordasco Financial Network as a Client Services Specialist. In his initial role, he provided support to advisors. Ryan moved into his current role in Technology & Data Management where his work enables advisors to serve clients in a more personalized way. It is the people at a company that make it special, and it is the people at home who make life worth it. For Ryan, those people include his wife, Lauren, and son, Jackson.
Timothy Joseph
Wealth Advisor
Timothy Joseph
Wealth Advisor
CFP®, CPA
In his role as a financial advisor and tax specialist, being a good teacher is an important aspect of Tim’s relationships with the people he serves. Tim graduated from Bloomsburg University with a major in accounting. A licensed CPA since 2004, Tim joined Cordasco Financial Network so he could use the wealth of knowledge he has attained over the years to create plans and strategies in an individualized and personal way. Tim is an avid Philadelphia sports fan who also spends much of his free time coaching sports teams for his 14 and 10-year-old sons. Tim’s wife is a teacher and they enjoy traveling together with their family, as well as being involved in the many sports teams they follow or participate in.
Christopher Blakely
Wealth Advisor
Christopher Blakely
Wealth Advisor
CFP®, CTFA
Chris is an accomplished investment professional with hands-on financial planning experience and an outstanding working knowledge of capital markets. He began his career at an investment bank in 1991. Prior to joining Mercer Advisors, he was a trust investment officer at a community bank. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust and Financial Advisor, holding a Bachelor of Science degree in Economics and certificates from NYU in financial planning and UPenn in data analytics. He serves as the chairman of the West Chester Advocacy Committee and is very active in the borough he resides in with his wife and three children.
Geoffrey Franklin
Wealth Advisor
Geoffrey Franklin
Wealth Advisor
Geoffrey began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he worked at JPMorgan Chase, Lakeland Bank, and Prudential Advisors providing holistic wealth management. His experiences have provided him with skills to help individuals and families achieve their financial goals. Geoffrey graduated from the University of Delaware with a Bachelor's of Science in Finance and went on to receive his Master's in Business Administration from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Geoffrey lives in Havertown, Pennsylvania with his wife, son and daughter.
Evan Salter
Sr. Client Service Specialist
Evan Salter
Sr. Client Service Specialist
Growing up, Evan’s father and grandfather gave him an early exposure to the financial world. Part of that early education involved listening to the “Your Life, Your Wealth” radio show on car rides with his father. That early education contributed to Evan knowing early on what kind of career he wanted—a career in financial services. Evan began his career as an intern with Cordasco Financial Network before joining the firm full-time as a Client Services Specialist. Evan focuses on assisting clients with moving money, servicing accounts, and supporting advisors, as well as helping with data analytics. In the summer, Evan heads to the Eastern shore in Maryland to spend time fishing and crabbing with his family and in the winter, he enjoys snowboarding.
Brad Cwienk
Client Service Specialist
Brad Cwienk
Client Service Specialist
John Paul Bradley
Client Service Specialist
John Paul Bradley
Client Service Specialist
Rasheed Jarmon
Client Service Specialist
Rasheed Jarmon
Client Service Specialist
Brian Picariello
Managing Director
Brian Picariello
Managing Director
CPA/PFS, CFA
Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.
Rodney Alvarado
Regional Vice President
Rodney Alvarado
Regional Vice President
With more than twenty years of wealth management and financial planning experience, Rodney is passionate about developing new client relationships. Prior to joining Mercer Advisors, Rodney was a Market Director for JP Morgan Chase where he led a team of advisors helping them develop their planning and investment portfolio skills. He started his career at Fidelity Investments as a financial planning consultant, where he helped clients develop a comprehensive plan to reach their financial goals. Later he worked at Charles Schwab as a financial consultant where he continued to work with high-net-worth families with complex needs, charitable giving, and trust accounts. Rodney earned his BA from Fordham University and holds the CERTIFIED FINANCIAL PLANNER™ certification, in addition to the FINRA Series 66 license. Rodney lives in New Jersey with his wife and two young children.
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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 select third parties unrelated to Mercer Advisors. 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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