Meet Mark
Mark is a Sr. Wealth Advisor based in Walnut Creek, California. He joined Mercer Advisors in 2022. Prior, he served as a Financial Consultant at Fidelity Investments and Financial Advisor at Merrill Edge. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®. Mark earned a B.S. degree in economics from the University of Oregon. He was inspired by his father’s career as a financial planner.
Mark’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, Mark has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Mark is known for his thoughtful questions, calm presence, and ability to simplify complex decisions. He thrives at building long-term partnerships grounded in trust, transparency, and a shared send of purpose. If you value collaboration or the ability to delegate, and want a steady hand through big financial moments, Mark is a good fit for you.
Mark in real life
What keeps you busy outside of work?
I enjoy raising my two boys, Jack and Hank, and spending time with family.
Why do you like working at Mercer Advisors?
The culture here is the best I have experienced in my career.
What keeps you busy outside of work?
I enjoy getting outside and enjoying all that Northern California has to offer. I love to hike, travel, and help with my boys’ school activities and sports.
Meet Mark’s Teammates
Parker Landolf
Financial Planner
What Mark Says
Parker is a key partner in bringing your financial strategy to life. As an essential member of our financial planning team, Parker takes your financial data and helps shape it into a clear, actionable foundational financial plan. I rely on Parker’s insight and collaboration to help ensure we deliver thoughtful, personalized guidance every step of the way.
Annie Gottbehuet
Managing Director, Market Leader
What Mark Says
Annie leads the Mercer Advisors Greater Bay Area region with a strong focus on client experience. She fosters a client-first culture, actively seeks feedback from clients, and turns insights into meaningful improvements. Her leadership helps ensure every client gets personalized guidance from a dedicated team.
Alex Murphy
Sr. Client Service Specialist
What Mark Says
Alex is committed to delivering exceptional service and support. He approaches each day with a positive mindset and handles every client interaction with genuine kindness and a can-do attitude. His dedication to going the extra mile helps ensure that your experience is seamless, thoughtful, and centered around your needs.
Ready to learn more?
Explore More
