Meet Jojo
Jojo is a Sr. Director and Sr. Wealth Advisor at Mercer Advisors who specializes in crafting customized wealth management solutions that help clients protect, grow, and transfer wealth across generations. She is a member of the Investment Operations and Portfolio Consulting subcommittees at Mercer Advisors and participates in the firm’s InvestHERS initiative.
A CERTIFIED FINANCIAL PLANNER® professional, Jojo joined Mercer Advisors in 2018. She has master’s degrees from both the London School of Economics and the University of Southern California. She earned her undergraduate degree in business/managerial economics from Lancaster University.
Jojo’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, Jojo has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
Her working style
Jojo can translate complex strategies into clear, actionable guidance for clients. She takes time to understand their goals and concerns, ensuring every recommendation aligns with their long-term vision and values. Jojo is great at using numbers to tell the story and help clients make a decision.
Jojo in real life
What keeps you busy outside of work?
My two young boys and their extra curriculum keep me busy when I’m not working.
Favorite thing about where you live?
Danville holds a special place in my heart. It’s a town where family values truly shine — kids ride bikes to school, and weekends are filled with community events that bring everyone together.
Any words you try to live by?
I believe that trust is earned through transparency, consistency, and care.
Jojo’s snapshots
Meet Jojo’s Teammates
Joanna Geier
Sr. Financial Planner
What Jojo Says
It’s always a privilege collaborating with Joanne. She brings clarity, creativity, and seamless coordination to every plan, making it easy to deliver the best outcomes for our clients.
Will Rockett
Sr. Director of Investment Strategy
What Jojo Says
Collaborating with Will is always a masterclass in strategic thinking — his deep market insights and disciplined investment strategy consistently strengthen our planning and help us deliver exceptional outcomes for clients.
Josie Gonzalez Solorio
Manager, Client Service
What Jojo Says
Josie’s attention to detail and ability to keep the back office running seamlessly — whether it’s preparing flawless paperwork or coordinating behind the scenes — make all the difference in delivering a smooth client experience.
Patricia Murphy Hirata
Sr. Director, Tax Services
What Jojo Says
Patricia’s dedication to guiding clients through complex tax planning and filing is unmatched. Her expertise and proactive approach give clients clarity and confidence every step of the way.
Logan L. Baker
Lead, Sr. Wealth Strategist
What Jojo Says
Logan’s detailed approach to advanced estate planning strategies is invaluable. He is consistently helping clients achieve meaningful estate tax savings while protecting their legacy.
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The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
AdvisorHub 200 RIAs to Watch: Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. The RIA list is reserved for advisors registered with the SEC who charge a percentage on assets as their main source of revenue. Firms are ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) overall professionalism. Participation in the Advisors to Watch is open to all firms and advisors.
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