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Business Owners: Get More Benefits From Your Retirement Plan
September 4, 2024
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Jamie Block
Sr. Wealth Advisor, Sr. Director
Jamie Block
Sr. Wealth Advisor, Sr. Director
CFP®, CPA/PFS, MBA, CDFA®, AEP®
Jamie began her career in financial services in 1999. She graduated from Cornell University with a Bachelor of Science and holds an MBA in Accounting from the University of Rochester, Simon School of Business. Jamie is the President of the Financial Planning Association Greater Rochester, New York chapter. Jamie is involved with numerous local community organizations.
Bernie Salamone
Sr. Wealth Advisor
Bernie Salamone
Sr. Wealth Advisor
CPA, CFP, JD
Bernie’s approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client’s tax and financial planning. Bernie received his JD from State University of New York and both a Bachelor’s degree and an MBA in Finance and Accounting from the University of Rochester. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012. Bernie also provides experienced guidance and alternative solutions for families facing long-term care financial decisions. Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and serves on the Finance Committee at McQuaid Jesuit High School.
Nick Jensen
Wealth Advisor
Nick Jensen
Wealth Advisor
CPA, CFP®
Nick brings 30 years of experience in public accounting, corporate finance, and wealth advisory services to his role at Mercer Advisors. He graduated from Rochester Institute of Technology and holds a JSM degree from the Thomas Jefferson School of Law. Outside of work, Nick is treasurer of the New York Forest Owners Association (NYFOA) and enjoys working on his farm, exploring nature, and competing in triathlons and running events.
Brandon Capicotto
Financial Planner
Brandon Capicotto
Financial Planner
Brandon began his career in the financial services industry in 2014. Prior to joining Mercer Advisors, he was a financial consultant with Scottrade. As a consultant, he worked with clients to understand their world along with the barriers in order to provide appropriate solutions and strategies. Brandon graduated from University of Dayton in Dayton, Ohio with a Bachelor’s degree in Business Administration Finance and Economics. Brandon is a four time men’s league hockey champion.
DeAnna Bochno
Sr. Client Service Specialist
DeAnna Bochno
Sr. Client Service Specialist
Perla Diaz
Client Service Specialist
Perla Diaz
Client Service Specialist
Kris Prince
Client Service Specialist
Kris Prince
Client Service Specialist
Janice Donovan
Client Service Specialist
Janice Donovan
Client Service Specialist
Janice strives to provide exceptional customer service to clients in a variety of areas. She supports the advisors in operations in areas such as new account opening, money movement, trading, reporting and research. Janice has over 30 years of experience in the financial services industry beginning as a receptionist and growing within the industry over the years assisting advisors within the operations department. Janice joined Mirsky Financial Management Corp in 2018. Prior to joining Mirsky, she worked as a client services associate at Tompkins Financial Advisors. Janice lives in Brighton, NY with her husband, Jim, along with 2 rescue dogs named Zach and Guinness. Her hobbies include reading, camping, and traveling.
Brian Picariello
Managing Director
Brian Picariello
Managing Director
CPA/PFS, CFA
Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.
Edward Dunphy
Regional Vice President
Edward Dunphy
Regional Vice President
Ed began his career in the financial services industry in 2004. Prior to joining Mercer Advisors, he spent most of his career with TD Ameritrade providing wealth solutions for high-net-worth clients as a senior financial consultant before becoming a branch manager in New York City. Ed’s strong financial planning background stems from his time as a financial advisor with Ameriprise Financial and expanded as an account executive with Fidelity Investments. He earned a Bachelor of Science in business administration from The University of Delaware and holds the FINRA Series 66 license. Ed is a competitive endurance athlete where he has earned such honors as All World Athlete for his Ironman triathlon competitions. Ed resides in Massapequa Park, New York with his wife and two sons.
Kevin Dillon
Regional Vice President
Kevin Dillon
Regional Vice President
CFP®, CRPC®
Kevin has been helping high-net-worth families manage their wealth since 2005. Prior to joining Mercer Advisors, Kevin worked as a wealth management advisor at TIAA-CREF where he specialized in the distinct needs of those working in the academic, research, medical, and cultural fields. He graduated from Loyola University in Maryland with a degree in International Business, and studied abroad at the International School for Economics in Rotterdam. Kevin holds the FINRA Series 66 License. He currently resides in Havertown, Pennsylvania with his wife, Ellie, and their three boys, Braeden, Christian and Andrew.
Mary Jean Short
Tax Manager
Mary Jean Short
Tax Manager
Mary Jean began her career as a Certified Public Accountant at Deloitte in Baltimore, MD after graduating from the University of Maryland, College Park with a Bachelor of Science in Accounting. She transitioned to the private sector before returning to public accounting, dedicating 19 years to a local regional public firm. Her expertise lies in tax planning and preparation for individuals. Beyond work, Mary enjoys the company of her husband, children, and dogs, while also staying active and relaxing on Seneca Lake.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
September 4, 2024