Tracy O. Jackson was the Founder and President of Jackson Financial Management, which he established in 1995. Mr. Jackson entered the financial services industry in 1985. Tracy’s vast experience in financial services spans nearly four decades. Before establishing Jackson Financial Management, he served as a principal partner to a financial planning practice he co-founded where he was responsible for specialized and technical planning for high net worth individuals and small to medium-sized businesses. He also served as a senior financial planner at IDS Financial Services. Prior to IDS Financial Services, he founded a micro-based accounting consulting company.

His greatest experience and knowledge of client professions are with law firms and their partners, health care executives and doctors, escrow and real estate companies, and engineering firms. He has served as an advisor to a select number of high net worth families and business owners since 1987.

Tracy is a CERTIFIED FINANCIAL PLANNER^TM practitioner and holds a Master of Science degree with an emphasis in Financial Planning from the College for Financial Planning, where he graduated with honors. He earned his bachelor’s degree in Business Administration from California State University at Fullerton. He is a long-time member of the Financial Planning Association.

Tracy is a native of southern California and enjoys spending time with his family, snow skiing, scuba diving, hiking, fishing, woodworking, and helping out various non-profits.

James entered the financial services industry in 1995. Prior to joining Mercer Advisors, James maintained a sole proprietor in the business of providing computer and financial planning services, while continuing his full-time employment with ADP. In 1998, James joined Jackson Financial Management on a full-time basis. James has been an investment advisor representative of Jackson Financial Management since January of 1998 and served as a member of the executive management team and stockholder in Jackson Financial Management. His areas of expertise include high-net-worth financial planning, investment management, retirement planning, estate planning, and life insurance strategies. He graduated from California State University Fullerton with a Bachelor of Arts in Business Administration / Finance, holds the FINRA Series 65 License, and obtained the CERTIFIED FINANCIAL PLANNERTM certification in 2001. James currently serves on the board of trustees for Premiere Christian Education Group. He resides in Southern California with his wife, Kathy, and they have been blessed with two grown children. Their son, daughter-in-law, and two grandsons live in South Carolina and their daughter, son-in-law and grandson live in Southern California. Jim enjoys surfing, skiing, soccer, basketball, volunteering and relaxing with family and friends.

Rudy began his career in financial services industry in 2011, working as an advanced planning consultant and in-house legal counsel at a major insurance company. In 2015, he joined Jackson Financial Management as a Financial Advisor and shortly thereafter became part of the firm’s Executive Management Team.

He strives to leverage his tax and consulting experience to suggest creative and practical financial planning solutions for business succession, retirement, charitable and estate planning scenarios involving executives and ultra high-net-worth clients with closely held businesses.

He earned a Master of Laws in Taxation degree from the New York University School of Law (Executive Program). He also obtained a Juris Doctorate from Southwestern Law School (Cum Laude), and a bachelor’s degree from the University of California, Los Angeles (Cum Laude).

He is a native of Southern California and lives in Irvine with his wife, Mara, and their three children.

As a CERTIFIED FINANCIAL PLANNER^™ professional and former practicing emergency physician, Erik brings a unique perspective and almost 25 years of experience to the business of helping healthcare professionals manage their finances. Prior to joining Mercer Advisors, Erik served as founder and Principal of two personal finance companies, Physicians Financial Advisors and MedCentric Financial Network. His areas of expertise include investment management, retirement planning, and tax strategies. He practiced emergency medicine with Kaiser Permanente in Southern California from 1998 through 2008. Erik completed his undergraduate studies at UC Berkeley, earned his MD from George Washington University, and underwent residency training at UC Irvine. He earned his CFP® certification in 2000. His hobbies include adventure travel, fitness, scuba and sky diving, and reading.

Iggy enjoys working with clients to tailor comprehensive wealth management plans aligned with their personal goals and values. Prior to joining Mercer Advisors, he held advisory roles with Merrill Lynch, Charles Schwab, and BNY Mellon. Iggy earned his undergraduate degree from Loyola Marymount University and completed the Personal Financial Planning program at UCLA. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®. Iggy resides in Newport Beach with his wife, Kate, their son, Walker, and their King Charles Spaniel, Phoebe. When he’s not working with clients, Iggy enjoys golfing, traveling, and spending time with friends and family.

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping clients achieve their financial goals through education and strategic planning. With eight years of experience focusing on high-net-worth individuals, he blends extensive industry knowledge with a personalized approach. His aim is to help clients feel informed and confident in their financial decisions. A graduate of Eastern Michigan University, Patrick draws on his experience at Morgan Stanley to bridge the gap between academic theory and practical application, making complex financial concepts accessible. Outside of work, Patrick enjoys traveling, participating in social sports, solving daily puzzles, and spending time with friends, family, and his dog. These activities help him maintain physical, mental, and spiritual wellbeing, allowing him to prioritize his clients’ financial health.

Iggy enjoys working with clients to tailor comprehensive wealth management plans and strategically assess their progress while staying aligned with each client’s personal goals and values. Prior to joining Mercer Advisors, he held advisory roles with Merrill Lynch, Charles Schwab, and BNY Mellon. Iggy earned his undergraduate degree from Loyola Marymount University and completed the Personal Financial Planning program at UCLA. He is also a CERTIFIED FINANCIAL PLANNERTM professional. Iggy resides in Newport Beach with his wife, Kate, and their King Charles Spaniel, Phoebe. When he’s not working with clients, Iggy enjoys golfing, traveling, and spending time with friends and family.

Colton was drawn to financial planning and wealth management via his family experience − his uncle was the financial advisor for his parents. Through this relationship, Colton saw firsthand how impactful financial planning could be. Colton has been in the financial services industry since 2016, having joined Mercer Advisors in 2021. He received his Bachelors degree with an emphasis on Marketing from San Jose State University. After embarking on his career in financial services, he obtained his 66 license and is a CERTIFIED FINANCIAL PLANNERTM professional. He currently resides in Southern California and enjoys the beach, snowboarding and golf.

Christina began her wealth management career in 2012 as a Private Wealth Advisor for Goldman Sachs in Los Angeles. There, she advised ultra-high-net-worth individuals on matters relating to investment management, tax, trust and estate planning, and concentrated stock sale strategies. Prior to joining Mercer Advisors, Christina spent four years working as a client relationship manager for Argosy Wealth Management. Aside from managing client investment portfolios, she advised clients on financial planning matters such as retirement and income planning and tax-sensitive asset-gifting strategies. Christina graduated from the University of California, Los Angeles with a BS in computer science and an MBA from the Anderson School of Management. She currently serves on the board of directors of the Friends of Greystone, a nonprofit organization that restores and preserves the Doheny Greystone Estate in Beverly Hills. Christina speaks English and conversational Mandarin and enjoys spending her free time in and around Orange County with her husband and two young boys.

Luc enjoys empowering people to steward their wealth and assist in giving clients the freedom to pursue their life goals. Having grown up with a father who was a financial planner, Luc has been immersed in the industry since an early age. Prior to joining Mercer Advisors, he worked at a wealth management firm in San Bernardino, California, as well as at a Fortune 100 financial services company. He has significant experience in investment management, complex insurance planning, and business succession planning. He graduated summa cum laude from California State University, Fullerton and has obtained the CERTIFIED FINANCIAL PLANNER™ certification. He’s also an Enrolled Agent and specializes in helping clients save money on taxes. Originally from San Diego, Luc grew up in Reno and Honolulu, where he learned to surf and play the ukulele! He now lives in Orange County, California, and enjoys playing music, camping, serving in his church, and spending time with his four siblings.

Tyler began his financial planning career as a financial advisor at a fee-only wealth management firm in Redondo Beach, CA, where he provided high net-worth individuals, families, and businesses with comprehensive financial planning advice. Prior to that, Tyler worked for 12 years as a partner at a technology firm where he focused on accounting, finance, and business development. He has a deep passion for helping his clients realize their best financial life and specializes in the areas of investment management, tax and estate planning, business planning, and retirement plans. Tyler is a CERTIFIED FINANCIAL PLANNER^TM professional, an Accredited Investment Fiduciary^®, and an active member of his local Financial Planning Association chapter. He graduated from the University of California, Santa Barbara with a degree in History and lives in San Diego, CA with his wife, Allison, and two young boys, Jackson and Henry.

Sloan is a senior financial planner on the ASCEND team at Mercer Advisors. She develops and executes comprehensive wealth management strategies for clients, specializing in planning for ultra-high-net- worth families. Prior to joining Mercer Advisors, Sloan was on the financial planning team at Beacon Pointe Advisors. Sloan received her bachelor’s degree in business administration with an emphasis in personal financial planning from the University of Colorado in Boulder. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, she obtained her certification as a Divorce Financial Analyst® (CDFA®) and National Social Security Advisor™ (NSSA™). Sloan grew up in Chicago and currently resides in Orange County, California. Outside of work, she enjoys surfing, playing volleyball, and spending time with family and friends.