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 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^®.

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.

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.

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 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.

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.

Lauren approaches her role at work as she does her life: with a lot of enthusiasm. She is passionate about giving clients assurance that they are a priority and that their needs are being met with careful attention. She joined Mercer Advisors in 2024 and has been in the financial services industry since 2016; in support roles and being an active life insurance producer. Prior to that, she spent an extensive amount of time in outside sales. Lauren is a graduate of Arizona State University where she dual-majored in marketing and management. Lauren loves spending time with her young adult children, Drew and Lanie. She enjoys painting ceramics, crafting, watching NASCAR, and attending classic car shows. She secretly is an avid Hallmark Christmas movie watcher.

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.