Meet Brandon
Brandon is a Sr. Wealth Advisor based in San Diego, California. He joined Mercer Advisors in 2016 after serving as Financial Advisor at Summit Financial Strategies for nearly five years. Prior, he provided comprehensive financial planning services to high-net-worth clients as a Wealth Advisory Associate at Key Private Bank and Financial Planner at Yerkes Financial Advisors. Brandon earned a B.S. degree from The Ohio State University where he majored in family financial management with a financial planning specialization. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Brandon’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brandon has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
His working style
Brandon builds genuine, personal connections with families, allowing complex financial matters to become clear, understandable, and actionable. He takes time to understand each client’s vision, big or small, and delivers thoughtful guidance designed to move them strategically closer to their goals.
Brandon in real life
Favorite thing about where you live?
Living in San Diego, I love having both the ocean and mountains right in my backyard. Being outdoors is a big part of how I enjoy life.
Why do you like working at Mercer Advisors?
I’m proud to work at a firm that empowers me to deliver comprehensive advice and value to my clients. In my view, there’s no better wealth management organization to support this commitment.
What makes you tick?
I try to lead both my personal and professional life with unwavering focus and dedication to my family and to a profession that truly inspires me. For me, these values were instilled early on and continue to shape the way I approach my work, relationships, and commitment to excellence.
Meet Brandon’s Teammates
Tyler Smith
Sr. Wealth Advisor
What Brandon Says
Tyler is one of my favorite collaborators. We sit in the same seat as advisors to our clients, and the successes and challenges we share continually inspire me and push me to be better.
Josh Gustafson
Executive Managing Partner, Central Division
What Brandon Says
Josh was my first boss at Mercer Advisors, and his mentorship and support from the very beginning have played a major role in shaping the advisor I am today. He continually impresses me with how much he invests in my personal and professional pursuits and goals.
Lisa Goodman
Sr. Vice President
What Brandon Says
Lisa brings a contagious positive energy, and she has played a meaningful role in my growth and success at Mercer Advisors.
Brendan Archibald
Regional Vice President
What Brandon Says
Brendan consistently goes the extra mile to help ensure we deliver on our promises. I know I can rely on him for true partnership and for helping execute our shared vision at Mercer Advisors.
Ready to learn more?
Explore More
Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth
May 27, 2026