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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in San Diego

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 San Diego 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.

Marc A. Normann

Regional Vice President

Marc A. Normann

Marc A. Normann

Regional Vice President

Marc began his financial services career in 1998 at Signator Investors. He left the industry to pursue other ventures in 2001 and returned in 2007. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as financial advisor at Edward Jones, investment consultant and then branch manager at TD Ameritrade, and most recently as regional sales manager at Scottrade. Marc applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Wabash College and holds the FINRA Series 66 License.

Brad White

Sr. Wealth Advisor, Director

Brad White

Brad White

Sr. Wealth Advisor, Director

Bradley R. White joined Mercer Advisors in April 2021 as a Senior Wealth Advisor, Director. Brad was formerly the Founder & CEO of Epstein & White Retirement Income Solutions, LLC in San Diego, CA. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in finance from San Diego State University. He has appeared locally on Fox News and CBS and is the author of The Step-by-Step Guide on How to Retire Right and is a featured contributor to Kiplinger.Mr. White is also the host of “Retire Right” on KOGO 600.
Brad and his wife are both San Diegans and love baseball and golf. Together they are raising 2 children.

Sean O’Connor

Wealth Advisor

Sean O’Connor

Sean O’Connor

Wealth Advisor

Sean joined Mercer Advisors in April 2021 and previously worked at Epstein & White in San Diego, CA. He is a graduate of the University of Southern California where he holds a Bachelor of Science degree in Economics. Upon graduation, Sean began a career in financial services, finding himself drawn to helping people achieve financial independence and freedom to enjoy their retirement years. To further his knowledge as an advisor, in 2012 Sean became a CERTIFIED FINANCIAL PLANNER™ professional. As a CFP® professional, Sean has completed extensive industry training and education requirements and maintains a fiduciary status when making recommendations to clients. Outside of the office, Sean enjoys spending time in nature hiking, mountain biking, and camping with his family, friends, and golden retriever.

Schane Goheen

Wealth Advisor

Schane Goheen

Schane Goheen

Wealth Advisor

Schane joined Mercer Advisors in April 2021 as a Wealth Advisor. Schane is registered as an Investment Advisor Representative and previously worked at Epstein & White in San Diego, CA.  Schane holds a FINRA Series 65 license, a California Life & Health insurance license, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Life Underwriter® (CLU®) certification. Schane likes being able to work in the client's best interest and building retirement income plans to give people more confidence in retirement. Schane graduated locally from San Diego State University. He also served in the United States Marine Corps. When he's not working, Schane likes to stay active and travel.

Patrick Comer

Wealth Advisor

Patrick Comer

Patrick Comer

Wealth Advisor

Patrick Comer joined Mercer Advisors in April 2021 as a Wealth Advisor. He previously worked with Epstein and White for over five years. He is a graduate of National University and earned a certificate from the American College of Financial Services for completing its CFP Curriculum Certification program. Patrick is a CERTIFIED FINANCIAL PLANNER™ professional. “Retire Right” is a mantra you will hear coming out of Patrick’s mouth frequently around the office. He enjoys building and managing retirement income plans for his clients. When Patrick is not working with clients you will find him reading, exercising, or watching sporting events.

Micah Cummins

Wealth Advisor

Micah Cummins

Micah Cummins

Wealth Advisor

Micah R. Cummins is a Wealth Advisor at Mercer Advisors and joined the team in April 2021. Micah is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in financial services from San Diego State University. Micah is an Investment Advisor Representative with his FINRA Series 66 license. Micah is in his 15thyear practicing financial services. Micah is passionate and devoted to the cause of actively practicing and advancing the field of financial planning and investment management.

Micah and his wife are both from northern California, raised in Half Moon Bay and Sonoma county. Micah and have a 3-year-old son and a 1-year old daughter and love to explore San Diego in their free time.

Ken Bobadilla

Wealth Advisor

Ken Bobadilla

Ken Bobadilla

Wealth Advisor

Ken joined Mercer Advisors in April 2021 as a Wealth Advisor. He had previously worked at Epstein & White in San Diego, CA. He’s been in the industry since 1999. Ken holds the FINRA Series 65 license, is California Life & Health licensed, and has worked in Estate Planning with Mass Mutual for 13 years. Ken studied physics and chemistry at San Diego State University but left to open and operate multiple boating businesses in San Diego. He moved into the financial services world to allow him to spend more time with his family. When he is not working, Ken is either golfing or sailing. He enjoys helping clients plan for their future and retirement.

Brian Jellig

Wealth Advisor

Brian Jellig

Brian Jellig

Wealth Advisor

Brian joined Mercer Advisors in April 2021 as a Wealth Advisor. Brian is series 66 licensed, insurance licensed and is an Investment Advisor Representative and previously worked for Epstein & White in San Diego, CA. Growing up right here in San Diego, CA, Brian learned from a very early age about the importance of not only the effectiveness of planning but the power of disciplined, strategic investing over time from his two mentors in both life and financial management; his Grandfather, a self-made investor & engineer and his Father, an Estate PlanningAttorney.

Brian graduated from P.L.N.U. here in San Diego with a bachelor’s in communications with a business emphasis.He met his wife at P.L.N.U. and started on his journey to becoming a Wealth Advisor.

Sandee Mapp

Wealth Advisor

Sandee Mapp

Sandee Mapp

Wealth Advisor

Sandee joined Mercer Advisors in April 2021 as a Wealth Advisor. Holding aSeries66 securities license and insurance licenses, allows Sandee to provide financial and investment advice as a fiduciary advisor with full transparency doing what is in the best interest of her clients. Sandee graduated from the University of San Diego with a Bachelors of Business Administration with emphases in finance and marketing.

Sandee loves her clients and utilizes a holistic approach to retirement planning; Plans focus on income planning, investment management, tax optimization planning, health and long-term care planning and estate planning while realizing that “Life Happens.”

When Sandee is not working, she enjoys spending time with family & friends and actively supports many local youth sporting and non-profit organizations.

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.