Jason began his financial planning career in 2011 when he joined Prudential Financial. His areas of expertise include, but are not limited to, high-net-worth financial planning, executive compensation planning, and investment advisory. He graduated from Holy Family University in 2012 with a bachelor of science degree in business administration and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2016. Jason lives with his wife, daughters, and their dog in Jamison, Pennsylvania. In his free time, he enjoys golfing, working on cars, and playing guitar.

Susan began her career in wealth management at Traust Sollus Wealth Management (fka Zdenek Financial Planning) in 2007. In addition to providing investment advisory services, her areas of expertise include comprehensive financial and cash flow planning, which incorporates income tax planning, estate planning, and risk management services. Her client base is primarily comprised of executives (due to her deep knowledge of executive compensation and benefit plans), professionals, and retirees. Prior to becoming a wealth manager, Susan practiced as a CPA at Touche Ross specializing in income taxes for individuals, estates and trusts and then worked as a tax consultant for Delphi Asset Management serving high net worth individuals, estates and trusts. She received a Bachelor’s of Business Administration, with a major in accounting, from the University of Miami and a Masters of Taxation from Seton Hall University and holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Susan is the current co-chair of the Women’s Division of the Financial Planning Association of New Jersey and holds a board of trustees position, serving as the treasurer of Roots & Wings Foundation, a New Jersey not-for-profit organization providing housing and support services for young adults who have aged out of the foster care system.

Bryan began his wealth management career in 2005 when he joined Traust Sollus Wealth Management, which was acquired by Mercer Advisors in 2018. His areas of expertise include, but are not limited to, high net worth financial planning, income tax planning and investment advisory. He graduated from the University of Michigan (Ann Arbor) with a Bachelor of Science in Engineering in Industrial and Operations Engineering. He has also earned a Master of Accounting and Financial Management degree from DeVry University’s Keller Graduate School of Management. Bryan is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) Charterholder.

David began serving high-net-worth clients as an investment advisor in 1996. Before joining Mercer Advisors, he was founder and managing member of a financial advising firm where he specialized in portfolio management and insurance. David also teaches financial planning at Widener University’s Graduate School of Business, a CFP® Board registered program. David’s formal education includes a Master of Engineering Science degree from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University. He is a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Financial Behavior Specialist^®.

Marissa began her financial services career in 2016. Prior to joining Mercer Advisors, she gained broad experience at Fidelity Investments as a financial consultant, advising and creating financial plans for high-net-worth individuals. Marissa has a passion for wealth planning and takes pride in helping clients achieve their financial goals. She’s committed to learning the details of every financial situation and focuses on delivering honest, transparent, and thoughtful recommendations for a truly customized plan. Marissa graduated summa cum laude from the University of Tampa with a bachelor’s degree in international business and finance, and she became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2019. She resides in Manhattan with her fiancé and their French bulldog. When Marissa isn’t working with clients, she enjoys spending time with family, skiing, and traveling.

Steven is dedicated to helping individuals and families achieve their financial goals, now and in the future. With nearly two decades of experience in the financial planning field, Steven has developed a comprehensive understanding of how to best serve clients. His primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. He works closely with clients to understand their unique objectives and to create a personalized holistic financial plan that aligns with their goals. He also helps in navigating complex financial situations such as estate planning, tax planning, and retirement planning. Steven believes that open communication and trust are key components of a successful advisor-client relationship, and he strives to build strong, long-term partnerships. In addition to being a Wealth Advisor, he’s most proud of spending time with his wife and their two children.

Rafael began his career in the financial services industry in 2012 as an intern while majoring in financial planning at William Paterson University. As a CERTIFIED FINANCIAL PLANNER ™ Professional, Rafael focuses on building generational financial plans to guide clients up to and through retirement. Rafael has created a specialty in crafting tax efficient strategies to help clients enjoy their retirement nest eggs. When not honing his craft, Rafael enjoys spending time with his wife, daughter, and neighborhood famous Corgi.

Mendim has been a wealth management professional since 2014, specializing in financial, estate, and charitable planning, tax strategies, and investment advisory services for high-net-worth and ultra-high- net-worth clients. With a deep understanding of the intricacies and unique challenges of substantial wealth, he is dedicated to guiding clients toward sustained economic freedom. Before Mercer Advisors, Mendim honed his skills as a financial planner at a midsized wealth advisory firm. He earned a degree in finance from the Zicklin School of Business. Mendim is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor® professional, and holds the FINRA Series 65 license, underscoring his commitment to fiduciary responsibility and client care. For his leisure, Mendim is passionate about cycling, skiing, traveling, and exploring the world of fine wine.

Ben began his financial services career in 2010. Prior to joining Mercer Advisors, he gained valuable experience at UBS Financial Services as a wealth management intern and most recently, supported high-net-worth clients as an associate planner at Novos Planning Associates. Ben enjoys working with clients and helping them achieve their goals through comprehensive financial planning. He graduated from Pace University with a Bachelor of Business Administration degree in Finance. He is fluent in Russian and Armenian.

Tammy began her career in the financial services industry in 2006. Prior to joining Mercer Advisors, she worked at Amper Financial providing planning services to women in transition, specifically those recently emerging from divorce and widowed. Her experiences have provided her the skills to help individuals and families achieve their financial goals. Tammy graduated from Rider College with a degree in accounting. Tammy is also a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER^TM professional. She worked at Grant Thornton for nearly twelve years providing attest, review and compilation services to corporate clients. Tammy lives in South Brunswick, New Jersey with her husband and two daughters.

Amanda joined Mercer Advisors after graduating from the University of Wisconsin-Madison with a Bachelor of Science in Personal Finance and Financial Planning. She plays a pivotal role in supporting the team and delivering exceptional service to clients. Outside of work, Amanda enjoys traveling and spending time with her family and friends.

Amanda began her financial services career in 1988, providing executive support to a Department Head and Managing Director at The First Boston Corporation. Following the merger to Credit Suisse First Boston, the Managing Director moved to Solomon Brothers and Amanda was offered and accepted a department management position. She has held several senior corporate and individual client and administrative managerial roles within Solomon Brothers, Solomon Smith Barney, Inc., Citigroup, and Traust Sollus Wealth Management bringing with her a wealth of knowledge in client and advisor services. Amanda has worked in many roles of the financial industry giving her a wide vision of the industry and client needs. She enjoys running and leading women’s conferences and groups, and traveling and spending time with her family.