Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Walnut Creek, California with his family.

Tim began his financial career in 1993. Prior to joining Mercer Advisors he worked in both Institutional and private wealth management client advisory roles. Having spent 20 years working for major Investment Banks and managing Institutional Equity Sales and Trading desks on the west coast he brings with him a wealth of experience in Equity Capital Markets and client service. Tim has always believed that placing your clients interests first and working towards their goals should be a financial professional’s primary focus. Tim graduated from Cal Poly, Pomona with a degree in Business and holds the FINRA Series 65. After college, he had the honor of serving as an Infantry Officer in the US Army and graduated from both Airborne and Ranger Schools, leaving the service as a Captain. Tim enjoys fly fishing, skiing and golf and lives in Marin County with his family.

Andrew began his career in wealth management in 2014, where he worked at a large private wealth manager in Account Management and Client Service. He also has worked in venture capital as an associate, with focus on Operations and Investor Relations. Andrew joins Mercer Advisors with a wholehearted focus on providing the best service possible to potential clients, and an ongoing commitment to helping clients find their path to economic freedom. A native of Southern California now living in San Francisco, Andrew enjoys outdoor activities and running in Golden Gate Park. Andrew holds a B.A. from Westmont College, and a M.B.A. from the University of Arizona, as well as the FINRA Series 66 License.

Fred began his financial services career in 1992. Prior to joining Mercer Advisors, he held a variety of operations, risk management, and training positions at Charles Schwab & Co. Fred’s areas of expertise include financial markets, investment concepts, and asset management. He graduated from Santa Clara University with a Bachelor of Science degree in Business Administration and holds the FINRA Series 66 license.

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.

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.

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.

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. She spends her free time with her family and their German Shepherd, Niko.

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.