CFP®, ChFC®, CLU®, AEP®
Head of Client Service
Josh joined Mercer Advisors in 1997. In his current position as Head of Client Service he is responsible for the management of Mercer Advisors’ 26 regional offices. His past professional experience includes top individual contributor performance as well as branch and regional leadership positions in both service and sales. In addition to working to ensure superior client experience as a growth strategy he is a significant contributor to the company’s education and employee development program including Sales Academy, Branch Manager Development Program, and Symposium. He graduated magna cum laude, Phi Kappa Phi, with a degree in Economics and Business from Westmont College where he occasionally teaches Investment and Portfolio Management courses. Josh is a member of the Santa Barbara Estate Planning Council and FPA. He and his wife live in Santa Barbara with their three children.