Meet Adam
Adam is Director of Financial Planning and is based in Santa Barbara, California. He joined Mercer Advisors in 2017 after serving as Equity Trader at Trillium Trading for seven years. Adam earned a B.S. degree in finance from Pennsylvania State University and is a CERTIFIED FINANCIAL PLANNER® professional.
His working style
Adam’s working style is analytical, collaborative, and creative. He enjoys solving complex problems through thoughtful analysis, partnering with others to develop ideas, and finding innovative solutions that go beyond conventional thinking. Adam is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.
Adam in real life
What keeps you busy outside of work?
My sailboat and my two kids.
Any words you try to live by?
Luck is what happens when preparation meets opportunity.
What’s one thing you are surprisingly good at?
Snowboarding, piano, and crossword puzzles.
Adam’s snapshots
Meet Adam’s Teammates
Alexandra Mendoza
Manager, Financial Planner
What Adam Says
Alex’s organization skills are unparalleled, and she has the ability to consistently deliver in high-pressure situations. Whether it is helping train new planners together or developing a difficult financial plan, she always gets it done.
Lindsay Stuart
Manager, Sr. Financial Planner
What Adam Says
Through consistent execution, proactive communication, and a commitment to excellence, Lindsay has helped create the momentum and alignment of our team in the Pacific Northwest. She is a quick and adaptable leader who has the ability to help a team in a challenging environment.
Russ Johnson
Financial Planner
What Adam Says
Russ is the ultimate team player, and he always makes sure the group is ready and prepared for all client meetings. He goes above and beyond to get things done timely and will collaborate with others to make sure things are done right.
Josiah Taylor
Financial Planner
What Adam Says
Josiah brings a background in both investments and planning, which is a great combination for helping clients. We collaborate to bring the best solutions to the group when modeling investment recommendations.
Nathan Cha
Wealth Strategist
What Adam Says
Nathan’s innovative strategies are helping me become more efficient at my role to better serve clients. Whether it is providing a new way of looking at a problem or discovering new features in software, his technical ability is always helpful to the team.
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