Estate Planning Strategist
Jonathan understands the importance of a solid estate plan and takes great pride in assisting clients in the development of effective strategies for achieving their goals. Prior to joining Mercer Advisors, he practiced law for over a decade, contributing to the success of boutique firms specializing in estate planning, probate, and oil and gas law. He earned a bachelor of business degree in accounting from the University of Houston-Victoria and a JD degree from South Texas College of Law. Outside of the office, Jonathan enjoys hiking in national parks and recording music in his studio.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All legal advice and estate planning document preparation are provided through Advanced Services Law Group, Inc. (“ASLG”). Estate Planning Strategists employed by Mercer Advisors also act as Counsel with ASLG to provide these legal services and advice to clients that specifically engage ASLG for such services. The services of Mercer Advisors and ASLG are separate and distinct from one another, with each requiring a separate agreement and having separate compensation arrangement for services rendered.