Meet CJ
CJ is a Sr. Estate Planning Strategist who joined Mercer Advisors in 2019. He focuses on estate planning strategies for the clients he serves, coordinating all aspects of a client’s financial picture to help them move forward with confidence. CJ earned a B.S. degree in political science from Northern Arizona University and a juris doctor from California Western School of Law.
His working style
CJ is known for his analytical mindset and ability to translate complex financial concepts into clear, actionable guidance. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s unique goals and circumstances. CJ approaches every client relationship with patience, empathy, and a commitment to clear communication.
CJ in real life
What keeps you busy outside of work?
My family. I have a wife and two young sons. We also have two dogs. I enjoy meeting up with friends to hike, camp, snowboard, golf, and play at the lake.
Favorite thing about where you live?
I live in Lake Tahoe, Nevada, and it has easy access to all things outdoors. The lake is beautiful, and it’s easy to hike or bike early in the mornings or in the evenings.
Why do you like working at Mercer Advisors?
The people here are fantastic and a joy to work with. They enjoy helping others, not just on my immediate team but across the entire firm.
Meet CJ’s Teammates
Jedd Nicolas
Principal
What CJ Says
Jedd and I share a collaborative process. We meet to discuss clients and their situations before and after we meet with the clients. It helps us stay connected and deliver great results for our clients.
David Oh
VP, Wealth Strategy
What CJ Says
David and I often meet with the same clients but at different stages of their time at Mercer Advisors. David typically meets with them first and is able to share with me about the client and their values so I can have a better understanding before I meet with them.
John Evans
Sr. Wealth Advisor
What CJ Says
John always does a great job of preparing his clients to meet with the estate planning team. He brings an attentive and calming attitude to the meetings to help clients feel more comfortable when discussing what could be an overwhelming topic.
Articles by CJ
Business Owner’s Estate Planning Guide
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Inheritance Planning Primer
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