Jonathan graduated cum laude from Westmont College, with dual degrees in political science, economics and business. He earned his MBA from Western Governor's University and holds CFP®, ChFC®, and CPWA® certifications. Prior to joining Mercer Advisors, in 2013, Jonathan gained experience in a variety of fields, including education, law, sales, and construction management. Jonathan is a good teacher, an excellent listener, and a great coach. He is unconditionally committed to serving his clients with integrity.

Emi has close to 20 years of experience in the financial services industry, all with Mercer Advisors. In taking clients through the financial planning process, she places the client's life at the center. Drawing from her life coach training, Emi takes time to get to know a person, and learn what financial peace of mind looks like to them. Then in participation with the client, she finds an optimized financial solution for each unique situation. Emi also emphasizes education and coaching to increase a client's confidence in taking charge of their financial wellbeing.

Emi is an active member in Mercer Advisors' InvestHERs initiative, which focuses on helping to serve the specific needs of women and to increase their representation at the firm. Emi graduated from the University of California, Santa Barbara, with a degree in Business Economics and Accounting.

Yvonne began her career in the financial services industry in 1990. She worked in the brokerage industry prior to joining Mercer Advisors. Yvonne worked as a bond trader, managing the firm’s fixed income investments before her promotion to Client Advisor. She graduated from the University of California. Yvonne lives in Solvang, California with her husband and two daughters.

Kelly is passionate about helping his clients achieve Economic Freedom^TM. He has been providing comprehensive financial planning to his clients since 1988. Kelly graduated from California Polytechnic State University with a degree in Human Development. As a member and past president of the Santa Barbara Chapter of the Financial Planning Association, and member of the Santa Barbara Estate Planning Council, he is committed to the further development of his profession. Kelly has been a California Life Agent.

Justin began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He is a CERTIFIED FINANCIAL PLANNER^™ professional, holds a FINRA Series 65 license, and is a member of the Financial Planning Association. Justin graduated with honors from the University of Nevada, Reno, with a degree in Finance and currently lives in Santa Barbara.

Jeff began his career in the financial services industry managing client portfolios and trading equities and fixed-income products in Investment Operations at Mercer Advisors. After three years with the trading desk, he earned the CERTIFIED FINANCIAL PLANNER™ certification and made the transition to client services, where he's now an advisor. Jeff graduated from the University of California in Santa Barbara, where he still lives with his wife, four-year-old son, and baby girl.

Stefani has over a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, where she served as a liaison between advisors and custodians. Ultimately, her desire to work with clients directly led to her transition to client services. Stefani is a Wealth Advisor who's passionate about assisting clients work towards financial independence. She graduated from the University of California, Santa Barbara where she received a Bachelor's degree in Psychology. Stefani is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Stefani lives in Santa Barbara with her husband and two children. She enjoys traveling, the outdoors, and bringing joy to family and friends through her passion for cooking.

Brittany began her career in finance at Goldman Sachs working in private wealth management in their Los Angeles, San Francisco and New York offices. There she was able to hone her client service skills providing elevated support to ultra-high-net-worth individuals and families with their wealth management needs. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and seamless support. Brittany earned a Bachelor of Arts in Liberal Studies with a concentration in Special Education from California State University, Northridge. Brittany enjoys the beach, the Los Angeles Dodgers and binging the latest streaming series with her husband and their cat.

Nathan has a background in wealth management at Merrill Lynch and UBS. He brings a high level of understanding about the business to Mercer Advisors and always strives to provide a high-quality client experience. Nathan graduated from Westmont College with a BA in economics and business, and was a member of Omicron Delta Epsilon, the economics honor society. He’s currently pursuing CERTIFIED FINANCIAL PLANNERTM certification because he loves seeing clients achieve their financial goals. In his free time, Nathan enjoys being outdoors, especially fishing and camping.

Sydney began her career in the financial services industry in 2011. Prior to joining Mercer Advisors, she held various client service positions at JP Morgan Chase, gaining valuable industry knowledge. Sydney joined Mercer Advisors to continue pursuing her passion for delivering superior client service. She graduated from Westmont College in Santa Barbara, CA, with a degree in Economics and Business.

Originally from Orange County, Rishi came to Santa Barbara in 2017 to study communication at the University of California. During his time at UCSB, Rishi helped establish a restaurant with his parents, where he directed all day-to-day operations. Rishi brings his business financial experience to Mercer Advisors and is excited to expand his personal financial knowledge. In his spare time, he enjoys playing basketball, weightlifting, bike riding, and spending quality time with his friends and family.

Jade is a Santa Barbara local, born and raised. She earned her bachelor of arts degree in communication from California Lutheran University and lived in Los Angeles for six years, working at several tech startups before deciding to pursue a career in wealth management. Jade is excited to bring her project management experience to Mercer Advisors' growing firm. She believes in the value of financial literacy and is eager to share her knowledge with others. In her spare time, Jade enjoys going to concerts, trying new restaurants, and spending time with friends and family.