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 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 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 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 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 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 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.

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.

Tyler began his financial planning career as a financial advisor at a fee-only wealth management firm in Redondo Beach, CA, where he provided high net-worth individuals, families, and businesses with comprehensive financial planning advice. Prior to that, Tyler worked for 12 years as a partner at a technology firm where he focused on accounting, finance, and business development. He has a deep passion for helping his clients realize their best financial life and specializes in the areas of investment management, tax and estate planning, business planning, and retirement plans. Tyler is a CERTIFIED FINANCIAL PLANNER^TM professional, an Accredited Investment Fiduciary^®, and an active member of his local Financial Planning Association chapter. He graduated from the University of California, Santa Barbara with a degree in History and lives in San Diego, CA with his wife, Allison, and two young boys, Jackson and Henry.

Brandon began his wealth management career in 2009. Prior to joining Mercer Advisors, he provided comprehensive financial planning services to his high-net-worth clients as a financial planner at Yerkes Financial Advisors, a wealth advisory associate at Key Private Bank, and most recently as a financial planner at Summit Financial Strategies. Brandon’s areas of expertise include asset allocation, tax planning, cash flow management, and retirement planning. He graduated from The Ohio State University where he majored in Family Financial Management with a Financial Planning specialization. Brandon is registered as an Investment Advisor Representative.

Pat joined Mercer Advisors in April of 2021 as an Associate Wealth Advisor after previously working for Epstein & White. There he built the foundation of his experience in the financial services industry. Being on the client service end of the industry, Pat has quickly recognized the little things that go a long way in giving a client the customer experience they deserve. He loves working with clients and believes that service and support are a key factor in helping clients achieve their goals. Pat currently holds the FINRA Series 7, 66, and life insurance licenses.

Pat is San Diego born-and-raised. In his free time, he enjoys traveling, playing and watching golf, and spending time with family.

Alan joined Mercer Advisors in April 2021 as an Associate Wealth Advisor. He previously worked as an Associate Advisor for Epstein and White and Mission Federal and SchoolsFirst Federal Credit Unions.
Alan has a passion for providing excellent service and prides himself on making sure his client’s financial planning needs are all taken care of. He is originally from Orange County and graduated from Cal State Fullerton in 2000 with a Bachelor of Arts inApplied Mathematics.
He currently lives in San Marcos with his wife Kari and his two youngest children, Jake and Elle. Alan enjoys spending as much time as possible with his family and in his spare time enjoys watching sports.