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.

Joseph Mah is a client advisor and branch manager for the San Mateo Office in California. He has more than 20 years of financial services experience and prior to joining Mercer Advisors, Joe was a partner and senior advisor at Dragon Financial Group. During his career, he has served in various individual contributor and management roles with top financial services firms including Bank of America and Wells Fargo. He holds a FINRA Series 65 license, is an Enrolled Agent, has an MBA and has held other professional licenses and certifications including for real estate and insurance. Joe’s a native of San Francisco and when time allows, he enjoys audiobooks, eating at holes-in-the-walls and making memories with his wife and two children.

Jojo began her financial services career in 2014 by providing investment advice, portfolio design, and financial planning advice to both private and institutional clients. As a CERTIFIED FINANCIAL PLANNER^TM professional, Jojo is passionate about helping her clients pursue their long-term financial goals. Jojo actively collaborates with her clients’ network of tax, insurance, and estate planning professionals to help ensure that every aspect of their financial plan is integrated and customized to their unique needs, today and tomorrow. Jojo obtained her Dual Master’s Degree from both London School of Economics and the University of Southern California. She also holds the FINRA Series 65 License. Jojo is fluent in English and Mandarin.

Nancy began her career in the financial services industry in 2008 at a fee-only financial planning firm. She gained a deep commitment to the fiduciary standard in delivering comprehensive investment management and financial planning services. Nancy loves helping clients identify and quantify their life goals, understand and implement a sound financial plan and, ultimately, achieve Economic Freedom. Prior to Mercer Advisors, she worked for BlueSky Wealth Advisors, H&R Block and Aetna Life & Casualty. During tax season, Nancy is a volunteer tax preparer with the City of Fremont’s VITA program. For fun, she enjoys cycling, gardening and hanging out with her husband and two sons.

Fanny began her career in the financial services industry in 2007. Her past professional experiences include financial advisor at Raymond James where she provided comprehensive financial planning and investment management for high-net-worth clients. She also served as senior operations manager at AXA Advisors. Fanny earned a degree in Business Administration, with an emphasis in Finance, from the University of California, Riverside. She also holds the FINRA Series 66 License. Fanny is fluent in English, Cantonese, and Mandarin.

Eric, a San Jose native, began his career in the financial services industry in 2015. Before joining Mercer Advisors, he worked at Fidelity Investments, where he served as a Financial Consultant providing holistic financial planning to more than 250 clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Eric is passionate about building long-lasting relationships with clients and their families so they can achieve financial freedom. He earned an MBA from George Washington University and holds the FINRA Series 66 license. Eric lives with his family in San Jose, where he enjoys cycling and speed cubing with his two sons.

Mark finds that most people measure financial success by whether they have the means to accomplish what's important to them, both professionally and personally. He comes to work every day committed to helping clients achieve their own version of a good life, for themselves and their families. Mark started his career as a financial advisor in 2009 during the Great Recession. Prior to joining Mercer Advisors, he was an advisor at Merrill Lynch and Fidelity Investments. He graduated from the University of Oregon with a bachelor's of science degree in economics, and is now a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Financial Consultant®. He and his wife live in San Jose with their two boys and enjoy being outdoors together as a family.

Jedd began his career in 2006. Before joining Mercer Advisors, he worked for Royal Alliance Associates, INC, serving as a Senior Financial Advisor for over 200 client households. As a CERTIFIED FINANCIAL PLANNER™ professional, Jedd believes in holistic planning to help his clients achieve their long-term financial goals.

Jedd earned a Bachelor's degree in Corporate Finance and Financial Services from San Francisco State University. Additionally, he holds the FINRA Series 65. Jedd is a native of the Bay Area and resides in Redwood City with his wife and daughter. During his free time, Jedd enjoys listening to crime podcasts, watching the Golden State Warriors, and spending time with his family.

Jeff began his career in the financial services industry in 2014. Prior to joining Mercer Advisors he worked at Capital Advantage, Inc. where he served as the Financial Advisor to over 100 clients. During this time, Jeff provided retirement planning and investment advice to local individuals looking for recommendations on their path towards financial independence. He received his Bachelor of Science degree in Business Finance from California State University, Chico. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 66 License. Jeff grew up in Pleasanton, and currently lives in Oakland with his wife. In his spare time he enjoys being outside taking pictures, playing golf, or hiking.

Phillip began his career in financial services in 2015. Prior to joining Mercer Advisors, he did financial planning at a Bay Area firm, where he leveraged his background in teaching to provide clarity to clients as they made financial decisions. He completed the Personal Financial Planning program at the University of California, Berkeley before passing the CFP^® exam and becoming a CERTIFIED FINANCIAL PLANNER^TM professional. He holds the FINRA Series 66 License. In his free time, he enjoys cycling and travel, ideally combining the two.

Aaron began his career in the financial services industry in 2006. Prior to joining Mercer Advisors, Aaron assisted his high-net-worth clients in achieving their financial goals as a vice president at Destination Wealth Management and as a senior financial planner and enrolled agent at the Ayco Company. He also served in the U.S. Army in counter intelligence with tours in Iraq and Kosovo. Aaron graduated cum laude from Austin Peay State University with a BBA in Business and Finance and holds the FINRA Series 66 License.

Jacob is passionate about utilizing holistic financial planning to serve his clients so that they may achieve their personal and financial goals. He began his career in the financial services industry in 2017. Prior to joining Mercer Advisors, he worked at AssetMark Investment Services in their trade operations department. Jacob graduated cum laude from Westmont College with a B.A. in Business & Economics, and Psychology. He completed the Financial Planning Certificate program at Boston University and is a CERTIFIED FINANCIAL PLANNER™ professional. Jacob also holds the FINRA Series 65 License. He is a native of the Bay Area and in his free time enjoys spending time with his wife, following sports, and watching movies.