Glass Jacobson Wealth Advisors

Todd Norris is a CFP® with 17 years of industry experience, currently serving at Mercer Global Advisors following their acquisition of Glass Jacobson Wealth Advisors. He previously worked at Glass Jacobson Wealth Advisors, Facet Wealth, Life Plan Financial, and Prime Investment Advisors. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services such as tax preparation, accounting, business consulting, and litigation support. The firm uses a quarterly-investment committee approach focused on diversified asset allocation, managing accounts on a household basis with both discretionary and limited non-discretionary relationships.

Michael Creamer is a CFP® with 28 years of industry experience, currently serving at Mercer Global Advisors Inc. and Mercer Advisors Tax Services LLC. Prior to joining Mercer, he worked at Glass Jacobson and Triad Advisors Inc. He is based in Rockville, MD. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and planning solutions.

Marina Sidelnikova is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. She holds a Series 65 designation and has previously worked at Triad Advisors and Glass Jacobson Investment Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, and tax and estate-planning support.

George Toulson is a financial advisor at Glass Jacobson Wealth Advisors with 29 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Mercer Global Advisors, Wick Capital Partners, ClearBridge Investments, Legg Mason, and The Vanguard Group. Outside of his advisory role, he is involved as a managing member of a social media gaming software company, DB Game LLC. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive services including investment advisory, financial planning, tax preparation, accounting, business consulting, and retirement plan administration, with investment decisions guided by a quarterly meeting of its internal investment committee.

Dovid Price is a CFP® with five years of industry experience, currently serving at Mercer Global Advisors after previously working at Glass Jacobson Investment Advisors and several other financial firms. He holds a Series 66 designation and has also provided financial consulting and management services to a speech therapy company. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services alongside tax, accounting, business consulting, and litigation support. The firm employs a diversified, asset-class allocation approach guided by an internal investment committee and manages accounts on a household basis with both discretionary and limited non-discretionary relationships.

Richard Osikowicz is a CFP® professional with 28 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, part of Mercer Global Advisors since 2025, and has previously worked at Triad Advisors and PNC Capital Advisors. Outside of finance, he operates a photography business offering portrait and event photography services. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment advisory services, supplemented by integrated offerings such as tax preparation, accounting, business consulting, and litigation support.

Joseph Mc Carthy is a CFP® and ChFC® with 10 years of industry experience. He is currently with Mercer Global Advisors, having previously worked at Glass Jacobson Investment Advisors LLC, UBS Financial Services, and several other firms. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning along with integrated services including tax preparation, accounting, business consulting, and litigation support. The firm’s investment approach is guided by a quarterly internal committee focusing on diversified asset allocation across mutual funds, ETFs, and fixed-income vehicles, managing accounts primarily on a household basis.

Jonathan Dinkins is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Mercer in 2025, he worked for 20 years at Glass Jacobson Investment Advisors LLC. Outside of his advisory role, he manages rental real estate in Hilton Head, SC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed strategies.

Christine Schmitz is a financial advisor at Glass Jacobson Wealth Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Glass Jacobson Investment Advisors, LLC and Triad Advisors, Inc. for over two decades. She currently also has an affiliation with MA Brokerage Solutions. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services including tax preparation, accounting, business consulting, and divorce and litigation support. The firm’s investment approach is guided by an internal committee focusing on diversified asset allocation across mutual funds, ETFs, and fixed-income vehicles, managing accounts on a household basis with discretionary and limited non-discretionary options.