Meet Austin
Austin is a Financial Planner based in the San Francisco Bay Area. Austin joined Mercer Advisors in 2023 after serving as Strategy Associate in M&A Advisory for KPMG. He focuses on delivering comprehensive financial solutions for the clients he serves, taking a coordinated approach to each client’s financial picture. Austin earned a B.A. degree in business economics with a minor in accounting from the University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER® professional and certified public accountant (CPA).
His working style
Austin approaches planning with curiosity, attention to detail, and a long-term perspective. He enjoys breaking down complex problems into manageable steps and helping clients understand not only what they are doing but also why it matters. Clients can expect transparency, responsiveness, and dedicated service from Austin.
Austin in real life
What keeps you busy outside of work?
I am a sports aficionado, particularly when it comes to soccer. Beyond playing pick-up on weekends, I enjoy waking up early to watch European games, particularly my favorite team — Liverpool F.C.
Favorite thing about where you live?
My favorite thing about the Bay Area is the proximity I have to friends and family. Having grown up here, I am fortunate to have my parents, grandparents, aunts, uncles, and cousins live in this area. Family is important to me, and I enjoy getting to see them all on a regular basis.
Why do you like working at Mercer Advisors?
Beyond the amazing people I am surrounded by every day, I believe Mercer Advisors has comprehensive offerings for clients, which gives me pride. Our ability to help clients stay organized by offering a comprehensive suite of services that helps simplify their financial lives.
Meet Austin’s Teammates
Mike Gandy
Principal
What Austin Says
Despite his busy schedule, Mike’s the one who has most invested in my future advisor skillset. Our collaboration through his various client situations has given me the confidence to present various complex financial planning topics directly to clients.
Melody Manzanedo
Manager, Client Service
What Austin Says
Melody is the ultimate team-first player. Her investment in understanding the client service team’s needs and leveraging that into actionable outcomes allowed me, as a former client service team member, to stay focused on my job of serving clients. Her approachability allows client service team members to feel a part of a greater team, whether servicing individual clients or advisors.
Adam Stanowick
Director, Financial Planning
What Austin Says
Adam has the most comprehensive understanding of our financial planning software, eMoney. I enjoy bouncing modeling techniques off him, and he is an important leader in getting Financial Planning Group members, like me, trained. I appreciate his flexibility in allowing team members to schedule time on his calendar so we can collaborate.
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