Meet Josh
Josh is a Wealth Strategist based in San Diego, California. He joined Mercer Advisors in 2023 through the acquisition of Epstein & White in a client service role and advanced to Portfolio Consultant before advancing to his current role. Josh earned a B.S. degree in business administration, with an emphasis in finance, from San Diego State University. He holds the FINRA Series 65 license. Josh finds motivation in building long-term relationships and helping clients think through important decisions with confidence.
His working style
Josh aims to bring a calm, collaborative approach to every client relationship. He believes it starts with listening and really understanding each person’s priorities before offering guidance. His goal is to build long-term partnerships based on trust, transparency, and helping clients feel confident in the decisions they’re making.
Josh in real life
What keeps you busy outside of work?
I enjoy watching and playing all kinds of sports as well as working out.
Why do you like working at Mercer Advisors?
One thing I most enjoy about working at Mercer Advisors is the collaborative nature. Since joining, I’ve been able to work in three different roles, which has given me the opportunity to learn and experience different departments of the firm.
Favorite thing about where you live?
Living in San Diego, I love going to the beach. I try to take advantage of the great weather by going on hikes as well.
Meet Josh ’s Teammates
Jacob Lynch
Sr. Financial Planner
What Josh Says
Jacob has been instrumental in helping me serve as a Wealth Strategist. He has consistently been a go-to person for me whenever I need assistance or just need to bounce ideas off someone.
Alec Schneider
Client Service Specialist
What Josh Says
Alec and I moved into our current roles at the same time. We have been able to collaborate across various projects, reliably providing value to the group and firm.
Darren Gee
Regional Vice President
What Josh Says
Darren, among other Regional Vice Presidents, has been great to work with as I build financial plans. He always has the client’s perspective at the forefront of his thinking, and it shows through his work.
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