Zeke joined Mercer Advisors in 2021. His prior experience as a financial advisor at a boutique wealth management firm, originating from a CPA practice, provided him with extensive exposure to tax planning and filing. Zeke loves learning about his clients’ lives and interests, problem-solving for them, and helping them save money through tax planning. He is motivated by guiding his clients to success and developing strong relationships with them.
Zeke holds a BBA in economics from the University of Texas Pan- American and an M.S. in personal financial planning from Texas Tech University. He is also a CERTIFIED FINANCIAL PLANNER® Professional. Inspired by his immigrant parents, who managed their finances well despite holding labor-intensive, low-income positions, Zeke learned the importance of good financial planning and is dedicated to educating others.
Fluent in Spanish and learning Farsi, Zeke enjoys being a mock-tour guide for visiting friends and family, indulging in his passion for U.S. history, going to the gym and local comedy clubs, and watching his Dallas Cowboys and San Antonio Spurs. He has also volunteered for Habitat for Humanity, enjoying the hands-on labor.
Austin
901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746