When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Roseville

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 Roseville area

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

Jennifer Kachmar

RVP, Wealth Advisor

Jennifer Kachmar

Jennifer Kachmar

RVP, Wealth Advisor

CFP®, AWMA®, APMA®, CRPC®

jkachmar@merceradvisors.com

Jennifer began her career in financial services in 2006. Prior to joining Mercer Advisors, she held positions at Fidelity Investments, Fisher Investments, and most recently WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jennifer focuses on providing the best-possible service to clients and is committed to helping them find their path to Economic Freedom™. She has also helped high-net-worth individuals and families through comprehensive financial planning and investment management. Jennifer graduated from California State University San Marcos with a bachelor of science degree in business administration. She’s a CERTIFIED FINANCIAL PLANNER™ practitioner and has the credentials for the Accredited Wealth Management Advisor℠, Accredited Portfolio Management Advisor(SM), and Chartered Retirement Planning Counselor(SM) designations. Jennifer lives in the Sacramento area with her son and enjoys concerts, traveling, and spending time with her family.

Kimberly Foss

Sr. Wealth Advisor

Kimberly Foss

Kimberly Foss

Sr. Wealth Advisor

CFP®, CPWA®

kfoss@merceradvisors.com

Kimberly Foss brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. She began her career at Merrill Lynch as the youngest female account executive in its long history before she left to found her prior firm Empyrion Wealth Management. Author of “Wealthy by Design: A 5-Step Plan for Financial Security,” Kimberly is a well-respected thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with many leading media outlets including The Today Show, CNBC, Forbes, The Wall Street Journal, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report. She regularly contributes to industry publications and shares her expertise at conferences.

*Disclosure

The organizations listed above are not affiliated with nor do they endorse or sponsor Empyrion Wealth Management, Kimberly Foss, or the opinions expressed.

Kamille Morgan

Sr. Client Service Specialist

Kamille Morgan

Kamille Morgan

Sr. Client Service Specialist

Kamille is an industry veteran with more than two decades of experience in financial services. Her genuine service orientation and client-driven perspective, afford clients a smooth, professional, and satisfying experience. She is the strategic liaison between clients and custodians and is the primary driver of operations and onboarding processes. She takes the lead in setting up accounts, preparing for client reviews, and processing distributions and transfers. Kamille is passionate about the financial services industry, and her chief satisfaction comes from helping clients achieve their financial goals. Outside of the office, Kamille is active in the community as a PTA member at her children’s school and can often be found with her hands in the dirt at her local community garden.

Livia Moy

Client Service Specialist

Livia Moy

Livia Moy

Client Service Specialist

Tanya Thomasson

Director, Client Service Operations

Tanya Thomasson

Tanya Thomasson

Director, Client Service Operations

Tanya began her career in the financial services industry in 1999. Prior to joining Mercer Advisors, she held a variety of client service, compliance, and operations positions with increasing levels of responsibility at financial planning, asset custodian, and wealth management firms. From 2010 to 2016, Tanya lived and worked in London, where she gained valuable management and client support experience outside of the financial services industry. She graduated from Truman State University with a degree in Business Administration and holds the FINRA Series 65 license. Tanya is a CERTIFIED FINANCIAL PLANNER™ professional.

Jessica Caruso

Executive Managing Director

Jessica Caruso

Jessica Caruso

Executive Managing Director

Jessica has been with Mercer Advisors since 2007. In addition to delivering comprehensive financial planning to her valued clients, she also serves as Regional Director for Mercer Advisors’ Bay Area team and sits on the Steering Committee for the firm’s InvestHERs women’s initiative. Jessica was recognized by Forbes as one of the Top Women Wealth Advisors in 2020 and 2021, the Top Next‐Gen Advisors in 2021, and the Top Women Wealth advisors – Best in State 2022. Jessica graduated cum laude from Westmont College with degree in Economics and Business and currently lives in San Francisco with her husband Kyle and three sons.

*Disclosure

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

The Forbes ranking of Top Next Gen Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 3,389 advisors were considered for the Next-Gen ranking. 500 advisors were named to the final Next-Gen advisors list.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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.



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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.

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