Meet Chris
Chris is a Managing Partner based in San Diego, California. He joined Mercer Advisors in 2026 after serving as Chief Advisory Officer and Partner at Savant Wealth Management and founding Lighthouse Advisory Group in 2012. He earned a B.A. degree in economics from California State University, Long Beach and has provided wealth management solutions to families and business owners since 1988.
His working style
When working with Chris, clients can expect a collaborative and candid relationship built around thoughtful questions and open conversation. Chris clarifies complex issues and looks beyond financial wealth to the people, values, and aspirations that matter most. He helps families make thoughtful decisions for today while preparing each family and future generations for tomorrow.
Chris in real life
How do you give back?
I feel strongly about giving back to the community. I have served on the board of trustees for several large nonprofits, I was a board member for our local high school sports programs, and I served as president of our local Little League.
What keeps you busy outside of work?
When I’m not working, I enjoy spending time with my wife and our four boys. I am also an avid cyclist, and Southern California is an ideal location for scenic rides, so you’ll likely find me on one of the state’s many beautiful trails.
Any words you try to live by?
“Wealth is not his that has it, but his that enjoys it.” —Benjamin Franklin
Meet Chris’s Teammates
David Ricci
Regional Vice President
What Chris Says
David is a consummate professional. He helps our prospective clients identify their most important needs and works closely with our advisors to develop thoughtful, tailored solutions.
Donald Calcagni
Chief Investment Officer
What Chris Says
Don is highly knowledgeable about investment solutions and takes the time to consider how those solutions support families in achieving their financial goals.
Jenna Elliott
VP, Estate Planning
What Chris Says
I enjoy working with Jenna because she brings extensive estate planning expertise and a thoughtful perspective to complex financial situations. She helps us look beyond the technical solutions to what the families she works with want to accomplish.
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