Meet Joey
Joey is a Financial Planner based in Tampa, Florida. He joined Mercer Advisors in 2026 after completing a wealth management internship at JMG Financial Group and earning a bachelor’s degree in marketing and professional sales with a minor in financial planning from Illinois State University, graduating magna cum laude. Joey is motivated by helping families make thoughtful, informed financial decisions that positively impact their lives.
His working style
Joey is relationship-driven, diligent, and proactive, and he takes time to build authentic connections with others. Joey takes pride in being a reliable partner to his colleagues and clients and approaches each engagement with positive energy and a commitment to delivering thoughtful results.
Joey in real life
How do you give back?
Giving back is important to me. I am an active WishMaker alumni and speaker at various charity events through the Make-A-Wish Foundation, highlighting the impact a wish has on kids and their families.
Any words you try to live by?
I can’t control every outcome, but I can control how prepared I am, how I treat people, and how consistently I show up.
Favorite thing about where you live?
Tampa has a lot to offer. I enjoy supporting local sports teams, visiting farmers markets, traveling to nearby beaches, and taking walks along the bay. My favorite thing about Tampa is the balance between city life and outdoor access.
Meet Joey’s Teammates
Amanda Caster
Manager, Sr. Financial Planner
What Joey Says
Amanda’s extensive planning knowledge and experience have made a tremendous impact on my growth and our team’s ability to serve clients effectively. I enjoy collaborating with her because she is always willing to share her insights.
Ryan Frankel
Principal
What Joey Says
I admire the energy and drive that Ryan brings to the team. As a leader, he helps create something special in Tampa, not only by building a strong team but by fostering a culture of excellence.
Michael Mikonis
Wealth Advisor
What Joey Says
I respect how diligently Michael listens to and serves his clients. He understands that every person is different, and I enjoy seeing how he tailors his approach to meet each client’s distinct needs.
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