Jonathan graduated cum laude from Westmont College, with dual degrees in political science, economics and business. He earned his MBA from Western Governor’s University and holds CFP®, ChFC®, and CPWA® certifications. Prior to joining Mercer Advisors, in 2013, Jonathan gained experience in a variety of fields, including education, law, sales, and construction management. Jonathan is a good teacher, an excellent listener, and a great coach. He is unconditionally committed to serving his clients with integrity.

Emi has close to 20 years of experience in the financial services industry, all with Mercer Advisors. In taking clients through the financial planning process, she places the client’s life at the center. Drawing from her life coach training, Emi takes time to get to know a person, and learn what financial peace of mind looks like to them. Then in participation with the client, she finds an optimized financial solution for each unique situation. Emi also emphasizes education and coaching to increase a client’s confidence in taking charge of their financial wellbeing.

Emi is an active member in Mercer Advisors’ InvestHERs initiative, which focuses on helping to serve the specific needs of women and to increase their representation at the firm. Emi graduated from the University of California, Santa Barbara, with a degree in Business Economics and Accounting.

Yvonne began her career in the financial services industry in 1990. She worked in the brokerage industry prior to joining Mercer Advisors. Yvonne worked as a bond trader, managing the firm’s fixed income investments before her promotion to Client Advisor. She graduated from the University of California. Yvonne lives in Solvang, California with her husband and two daughters.

Kelly is passionate about helping his clients achieve Economic Freedom^TM. He has been providing comprehensive financial planning to his clients since 1988. Kelly graduated from California Polytechnic State University with a degree in Human Development. As a member and past president of the Santa Barbara Chapter of the Financial Planning Association, and member of the Santa Barbara Estate Planning Council, he is committed to the further development of his profession. Kelly has been a California Life Agent.

David joined Mercer Advisors in 2018. He collaborates with clients and their families to develop and implement financial plans designed to achieve their financial goals. David is passionate about helping people navigate their financial lives by finding creative opportunities that incorporate all areas of comprehensive financial planning, including cash flow analysis, tax strategies, investment management, retirement planning, estate planning, and risk management. David earned a Bachelor of Science in business management from Cal State Northridge and received his financial planning education at UCLA Extension. He proudly offers pro-bono financial guidance through the “Advisors Give Back” program sponsored by the CFP® Board. David enjoys training for ultramarathons and Ironman competitions. When not training, he enjoys spending time with his niece. David is fluent in Spanish.

Stefani has been in financial services since 2013, when she joined Mercer Advisors. She is passionate about helping clients reach their financial goals. Stefani serves a vast range of clients in all life stages — young couples accumulating wealth, doctors approaching retirement, and widows finding their path forward — with deep care and commitment. Previously, she was an investment operations supervisor. Stefani earned a bachelor’s degree in psychology from the University of California, Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™ Professional, and holds the FINRA Series 65 license. Stefani and her husband are native to Santa Barbara, where they reside with their two children and have deep ties. Stefani enjoys traveling, the outdoors, and bringing joy to family and friends through her passion for cooking.

Justin began his career in the financial services industry in 2013. He has a passion for helping families and individuals navigate financial decisions and achieve Economic Freedom. He is a CERTIFIED FINANCIAL PLANNER^™ professional, holds a FINRA Series 65 license, and is a member of the Financial Planning Association. Justin graduated with honors from the University of Nevada, Reno, with a degree in Finance and currently lives in Santa Barbara.

Jeff began his career in the financial services industry managing client portfolios and trading equities and fixed-income products in Investment Operations at Mercer Advisors. After three years with the trading desk, he earned the CERTIFIED FINANCIAL PLANNER™ certification and made the transition to client services, where he’s now an advisor. Jeff graduated from the University of California in Santa Barbara, where he still lives with his wife, four-year-old son, and baby girl.

John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.

As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor’s degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son’s little league team and enjoys their many family adventures.

Nathan has a background in wealth management at Merrill Lynch and UBS. He brings a high level of understanding about the business to Mercer Advisors and always strives to provide a high-quality client experience. Nathan graduated from Westmont College with a BA in economics and business, and was a member of Omicron Delta Epsilon, the economics honor society. He’s currently pursuing CERTIFIED FINANCIAL PLANNERTM certification because he loves seeing clients achieve their financial goals. In his free time, Nathan enjoys being outdoors, especially fishing and camping.

Caitlin believes in providing high level customer service and gains great satisfaction assisting our clients along their wealth management journey. Caitlin was born and raised in Sacramento, later moving to Santa Barbara. There she attended Westmont College and earned her bachelor’s degree in Biology, before pivoting into financial services. In her free time, Caitlin enjoys reading fantasy books and watching hockey