Meet Zeke
Zeke is a Wealth Advisor based in Austin, Texas. He joined Mercer Advisors in 2021 after serving as a financial advisor and planner at Financial Life Advisors for nearly five years. Zeke is a CERTIFIED FINANCIAL PLANNER® professional. He earned a BBA degree in economics from the University of Texas-Pan American and a M.S degree in personal financial planning from Texas Tech University. 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.
Zeke’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, Zeke has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including experience with clients at Dell, Nvidia, and Apple
His working style
Zeke enjoys helping clients fully understand financial planning concepts. He focuses on explaining complex topics in a clear and detailed way so clients leave with a stronger understanding of the power of a financial plan. He follows each meeting with a written recap and action items for easy reference. Quick, reliable communication is a priority, and Zeke and his team work hard to help clients feel supported at every step.
Zeke in real life
What keeps you busy outside of work?
I love spending time with my wife and our pets. We enjoy being outdoors together, traveling, going to the gym, attending comedy shows, and finding any excuse to be near the water. When we can, we also like to jump into a pickup soccer game.
Favorite thing about where you live?
One of my favorite things about Austin is how naturally it brings people outside. Whether we are near the water, walking our pets, trying new restaurants, or catching a comedy show in the evening, it gives us an easy way to enjoy our time together and connect with others.
What makes you tick?
Making my parents proud. They poured so much into me, and I want to give back more than they ever expected. They shaped my work ethic, my values, and the way I show up for the people I care about.
Zeke’s snapshots
Meet Zeke’s Teammates
Joel Lange
Sr. Wealth Advisor
What Zeke Says
Joel has been an outstanding mentor and advisor. Learning from him since the day I joined Mercer Advisors has been a privilege and a major part of my development. He brings clarity, creativity, and steady guidance to every situation, which makes it easy to deliver the best outcomes for our clients.
Dane Sauer
Managing Partner
What Zeke Says
Collaborating with Dane is always a privilege. Working closely with him was instrumental in my career. His insight, patience, and commitment to excellence have had a real impact on how I approach working with clients.
Katherine (Katy) Cordeiro
Client Service Specialist
What Zeke Says
Katy’s attention to detail and ability to keep everything running smoothly make a huge difference. She helps me stay organized and on track, and her reliability ensures we follow through on the promises we make to the families we work with. Our team is stronger because of her.
Ready to learn more?
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