Meet Jarrod
Jarrod is a Financial Planner based in Rockwall, Texas. He joined Mercer Advisors after serving as Sr. Financial Advisor at Peak American Investment Advisors. Before that, he served at Fisher Investments, NYLIFE Securities, and New York Life Insurance Company. Jarrod earned a B.A. degree in psychology, with a minor in business management, from Texas State University and an MBA from the University of North Texas.
His working style
Jarrod keeps things simple and focused on the client. He listens first, explains things clearly, and helps people make decisions at a pace that feels right. He believes good planning comes from trust, honest conversations, and steady follow‑through.
Jarrod in real life
What keeps you busy outside of work?
My two boys, my dogs, and golf.
Any words you try to live by?
Honesty, empathy, and simplicity.
Favorite thing about where you live?
I love Frisco because I have access to all the entertainment, food, and fun a dad of two could ask for.
Meet Jarrod’s Teammates
Michael Van Boening
Director, Financial Planning
What Jarrod Says
Michael is my personal financial encyclopedia. His enthusiasm for this industry shows in every interaction we have. I strive to build the knowledge and skills that he has instilled in me.
Anna Apodaca
Partner
What Jarrod Says
Anna has a wealth of experience and knowledge that makes my job easier. Whether it’s a quick call or a client meeting, I learn something new from her every day
Nishant Mehta
Financial Planner
What Jarrod Says
Nishant and I have great brainstorming sessions. We started at Mercer Advisors a month apart and we have used one another’s knowledge and experience to help improve our financial planning practices.
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