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’s approach to financial planning is primarily driven by his experiences as an estate planning attorney as well as his experience as a tax accountant with Price Waterhouse (now Price Waterhouse Coopers). He is skilled at identifying critical issues affecting clients’ tax and financial planning circumstances. Bernie received his JD from State University of New York at Buffalo and has been a practicing attorney since 1992. He also received a bachelor’s degree in economics and an MBA in finance and accounting from the University of Rochester. He is a CPA and CERTIFIED FINANCIAL PLANNER™ Professional. Bernie began his career in financial services in 2001 and joined Mirsky Financial Management Corporation in 2012 which was acquired by Mercer Advisors in 2021.

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 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.

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 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.

Austin began his wealth management career in 2011. Prior to joining Mercer Advisors, he worked with high-net-worth clients in a variety of roles, including financial advisor at Merrill Lynch, senior financial consultant at TD Ameritrade and, most recently, as an investment consultant at Guidance Point Advisors. He is passionate about helping individuals achieve their financial goals through personalized and thoughtful communication. Austin graduated from Gordon College with a degree in accounting and holds the Accredited Investment Fiduciary® designation. He also holds the FINRA Series 66 license. Austin lives in Seacoast New Hampshire with his fiancée.

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.

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.

James began his career in the financial services industry in 2018. He uses his background in customer service to support the team in helping clients fulfill their life time goals. James graduated from Bryant University with a Bachelor of Science majoring in Finance with minors in Economics and Communication. During his time at Bryant University he was a member of the Men’s Lacrosse team. James holds the FINRA Series 65 license.