Meet Andrew
Andrew is a Sr. Vice President based in Walnut Creek, California. He joined Mercer Advisors in 2019 after serving as Associate with a focus on operations and investor relations at a venture capital firm. He began his career in wealth management in 2014, serving at a large private wealth manager in account management and client service. Andrew’s focus is on educating potential clients about Mercer Advisors and matching them with the right wealth advisor to help move them toward Economic Freedom™. Andrew earned a B.A. degree from Westmont College and an MBA from The University of Arizona.
His working style
Andrew’s working style is centered on helping prospective clients understand how Mercer Advisors can support their goals through a clear, collaborative approach. He focuses on listening closely, asking thoughtful questions, and guiding conversations that help individuals see what’s possible for their financial future. With an emphasis on education and transparency, Andrew helps people explore their options with clarity and confidence so they can move forward feeling informed and supported.
Andrew in real life
What keeps you busy outside of work?
I love spending time around San Francisco with my wife and kids. We enjoy spending time together with friends and family, whether that be at our home in San Francisco or across the West Coast. When I am not with my family, I love running, volunteering with local nonprofits, and listening to music.
Favorite thing about where you live?
The scenic beauty of San Francisco cannot be matched, and spending time outdoors experiencing that is simply wonderful. San Francisco also offers a fantastic food scene, and eating our way through the city is how my wife and I love spending date nights.
Why do you like working at Mercer Advisors?
I love how team oriented Mercer Advisors is, and I find our culture to be fantastic.
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