Meet John
John is a Regional Vice President based in Rockwall, Texas. He joined Mercer Advisors in 2024 after serving at Vanguard, Charles Schwab, and Fidelity Investments. He began his career in financial services in 2015. In his current role, John helps educate prospective clients on Mercer Advisors services to help determine whether it’s a good fit. John is a CERTIFIED FINANCIAL PLANNER® professional and earned a BBA degree with a concentration in finance from the University of Mexico, Andersonal School of Management.
His working style
John’s working style is defined by structure, clarity, and steady discipline. He takes a consultative, thoughtful approach focused on understanding and alignment rather than pressure, ensuring solutions make sense from the client’s perspective. Known for his professionalism, warmth, and calm composure, John fosters natural collaboration and approaches challenges with level‑headed confidence and care.
John in real life
What keeps you busy outside of work?
Two growing boys who play baseball, soccer competitively, basketball, and flag football, and swim competitively.
What keeps you busy outside of work?
I am a triathlete and participate on the Ironman 70.3 circuit.
Why do you like working at Mercer Advisors?
Mercer Advisors takes an extremely serious approach to providing clients with a well-rounded and fiduciary level of care.
Meet John’s Teammates
Anna Apodaca
Partner
What John Says
Anna and I work collaboratively to support our Wealth Advisors in managing and growing their relationships with clients, while also partnering to serve the individuals and families who are referred to her.
Samantha Hoover
Financial Planner
What John Says
Samantha and I partner closely to begin the financial planning process for individuals and families interested in our services. She is consistently reliable and always available to support clients and colleagues throughout the onboarding experience.
Dustin C. Stiefel
Sr. Wealth Advisor
What John Says
Dustin and I work together to cultivate and onboard new client relationships. He is deeply rooted in the Colleyville community and consistently sought out by families who value his professionalism and expertise.
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