Meet AJ
AJ is a Financial Planner based in Salt Lake City, Utah. He joined Mercer Advisors after earning a B.S. degree in finance from The University of Utah. He interned at wealth management firms during college, including Wilson Wealth Management and Crewe Advisors. AJ holds the FINRA Series 65 license. He finds motivation in simplifying the complexity of finance and helping clients understand their choices, think more clearly about their future, and move forward with a sense of purpose instead of hesitation.
His working style
AJ sees financial planning as a way of bringing order to something that often feels uncertain. The world offers a lot to take in, and without structure, it’s easy to feel lost in it. He works with clients to create that structure so their decisions feel deliberate and their path forward feels clear.
AJ in real life
Any words you try to live by?
Shoot for the stars, and land on the moon.
What keeps you busy outside of work?
I like to play the board game Catan.
What keeps you busy outside of work?
I have been trying to get into pickleball. Hopefully, one day I will be good.
AJ’s snapshots
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