Mercer Advisors
Jeremiah oversees the Family Office Group, and serves as the firm’s lead trust and tax attorney. He provides clients with strategic advice in the areas of trust, tax, and wealth succession planning.
Jeremiah has a passion for educating clients and the financial community on the importance of proper and proactive planning.
Prior to joining Mercer Advisors, Jeremiah owned a law practice that specialized in estate planning. He earned his Political Science degree from the University of Nevada, Reno, and his Juris Doctor from Western Michigan University. Jeremiah lives in Santa Barbara with his wife and sons.
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Mercer Advisors
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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.