Meet Jonah
Jonah is a Wealth Advisor based in San Diego, California. He joined Mercer Advisors in 2022 through the acquisition of Epstein & White. Prior, he served as Associate Financial Advisor and Planner and Ameriprise Financial Services since 2017. Jonah is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in business administration and finance from California State University at Stanislaus.
Jonah’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, Jonah has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- 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
His working style
Jonah specializes in exit planning, tax management, life transitions, and retirement strategies for business owners. He builds trusted relationships by staying closely engaged with clients — celebrating their successes and guiding them through complex or challenging decisions. Known for his clear, steady approach, Jonah helps clients navigate financial complexity with confidence and clarity at every stage.
Jonah in real life
What keeps you busy outside of work?
My pup, Maverick, and my lovely better half, Lizbeth.
Any words you try to live by?
2 Corinthians 5:7 — “For we walk by faith, not by sight.”
What’s one thing you are surprisingly good at?
Remaining positive in troubling times.
Jonah’s snapshots
Meet Jonah’s Teammates
Schane Goheen
Partner
What Jonah Says
Schane’s helped shape who I am and how I work with clients. Whether it’s building out retirement plans or walking through a tax return, he brings education that will stay with me throughout my entire career.
Patrick Comer
Sr. Wealth Advisor
What Jonah Says
Patrick Comer is the kind of wealth advisor who makes everyone around him better. His work ethic is unmatched — he’s always the first one in and the last one out, paying attention to every detail that matters to our clients. Patrick’s ambition isn’t self-serving; it’s about delivering white glove service to prospects and clients. Working alongside him has elevated how we approach client service together. His commitment to going above and beyond pushes me to do the same, and our clients can benefit from that partnership. Whether we’re strategizing on a complex case or ensuring follow-through on the smallest details, Patrick’s dedication helps ensure nothing falls through the cracks. He’s not just a great colleague — he’s made me a better advisor.
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