Meet Jeff
Jeff began his career in the financial services industry in 2014. Prior to joining Mercer Advisors in 2022, he worked at Capital Advantage, Inc. where he served as the Financial Advisor to more than 100 clients. During this time, Jeff provided retirement planning and investment advice to individuals looking for recommendations on their path towards financial independence. He received his Bachelor of Science in business finance from California State University, Chico. He is also a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 66 License.
Jeff’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, Jeff has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Advising physicians with insurance, debt, and investment strategies
- Relocating in retirement with a clear financial strategy
His working style
Jeff is known for his organized approach to meetings, agendas, and follow-up. He prides himself on proactive communication and keeping everyone on track to accomplish the goals set, quick follow-up, and consistent meetings.
Jeff in real life
What keeps you busy outside of work?
I have a young child at home who takes up most of my time outside of work. When I’m not working or being a dad, I love to play golf, tennis, and take pictures on vacation. My wife and I love to travel and plan short-weekend trips exploring the Bay Area and California as a family.
Favorite thing about where you live?
We live in Danville and love the “family first” culture of the town, the great school district (where my wife works), the local hiking trails, and the plethora of good restaurants and cafes.
Why do you like working at Mercer Advisors?
I appreciate the constant investment into resources that are available to both advisors and Mercer Advisors clients. In the time that I’ve been here, the menu for investment options and client resources has increased significantly, which allows me to do a better job as an advisor.
Jeff’s snapshots
Advisors to Watch: RIAs – AdvisorHub
Nominees for AdvisorHub 250 Advisors to Watch will be ranked in three main categories. 1. Scope: measured by assets under management, revenue/production and the level of service. 2. Growth: the year over change in assets, households and production/revenue. 3. Professionalism: includes regulatory record, community service and team diversity.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Jeff’s Teammates
Nick LoCicero
Financial Planner
What Jeff Says
I first worked with Nick when I was a Client Service Specialist. Now I have the opportunity to work with him directly when updating my clients’ financial plans. He’s a pleasure to work with and makes sure that things are done correctly!
Steven Elliott
Tax Director
What Jeff Says
Steve embodies the Mercer Advisors way of one-team. He will always go out of his way to help answer my clients’ questions and even offer to attend client meetings.. Everyone who’s had a chance to meet with Steve has loved working with him.
Garrett Cauley
Insurance Advisor
What Jeff Says
While I’ve only worked with Garrett a handful of times directly, I feel as though we’ve known each other for a long time. He brings a great attitude to meetings and communication with clients. When it comes to insurance, he is a wealth of knowledge. I’ve enjoyed every opportunity I’ve had to work with him and always feel comfortable sending clients his way.
Ready to learn more?
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