Meet Jess
Jess is a Wealth Advisor based in San Francisco, California. She joined Mercer Advisors in 2024. Prior, she served in advisory and consultancy positions with Edward Jones, The ABD Team, Aon Hewitt, and Mercer Consultants in Shanghai, China. Jess began her financial services career in 2001. Her extensive education includes a M.S. degree in actuarial science and the CFO executive program at Columbia University. She is also a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst®, and a Fellow of the Society of Actuaries.
Jess’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, Jess has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
- Balancing equity, compensation, and long-term wealth for partners at consulting firms
- Advising collectors on protecting and passing down art, autos, and other unique assets; with experience as Docent of MOMA San Francisco
Her working style
Jess is empathetic, strategic, and culturally attuned. She delivers clear, personalized financial guidance rooted in deep expertise and long-term vision — empowering clients to make confident decisions and build meaningful legacies.
Jess in real life
What keeps you busy outside of work?
I’m a docent at SFMOMA, which keeps me connected to art and storytelling. I also love learning — whether it’s exploring AI trends, attending local talks, or joining workshops that spark curiosity and growth.
Favorite thing about where you live?
I love the energy of innovation in the Bay Area. The Silicon Valley blends tech-forward thinking with cultural richness, great food, and access to nature. It’s a place where ideas flourish and communities thrive — and I feel lucky to be part of it.
How do you give back?
I contribute through education and engagement — whether guiding museum visitors, mentoring others in finance, or supporting local initiatives. Giving back is about sharing knowledge, creating connection, and helping others feel seen and empowered.
Jess’s snapshots
Meet Jess’s Teammates
Jeff Blum
Regional Vice President
What Jess Says
Working with Jeff Blum is like having a strategic partner who brings clarity, energy, and deep industry insight to every conversation — we make a powerful team focused on delivering exceptional outcomes for our clients.
Paul Seidman
Sr. Vice President
What Jess Says
Working with Paul Seidman is a masterclass in leadership and collaboration — his deep experience, team-first mindset, and passion for helping clients achieve Economic Freedom™ make every partnership productive and inspiring.
Steven Elliott
Tax Director
What Jess Says
Partnering with Steven Elliott is like having a tax strategy compass — his decades of experience, thoughtful leadership, and deep technical expertise consistently guide our clients toward smarter, more confident financial decisions.
Will Rockett
Sr. Director of Investment Strategy
What Jess Says
Working with Will Rockett is like having a front-row seat to institutional-grade investment strategy — his depth of experience, analytical rigor, and collaborative spirit elevate every portfolio conversation we have.
David Oh
VP, Wealth Strategy
What Jess Says
Working with David Oh is like having a legal and tax strategist in your corner — his mastery of estate planning and multigenerational wealth preservation brings clarity and confidence to even the most complex client situations.
Ready to learn more?
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