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^®.

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.

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.

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.

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.

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.

Ed began his career in the Financial Services Industry in 2004. Prior to Joining Mercer, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a Senior Financial Consultant before becoming a Branch Manager in New York City. Ed’s strong financial planning background stems from his time as a Financial Advisor with Ameriprise Financial and expanded as an Account Executive with Fidelity Investments. He graduated from The University of Delaware with a Bachelor of Science in Business Administration and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, NY with his wife, Megan, and their son Keegan.

Kevin has been helping high-net-worth families manage their wealth since 2005. Prior to joining Mercer Advisors, Kevin worked as a wealth management advisor at TIAA-CREF where he specialized in the distinct needs of those working in the academic, research, medical, and cultural fields. He graduated from Loyola University in Maryland with a degree in International Business, and studied abroad at the International School for Economics in Rotterdam. Kevin holds the FINRA Series 66 License. He currently resides in Havertown, Pennsylvania with his wife, Ellie, and their three boys, Braeden, Christian and Andrew.