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® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

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 CFP® and CFA® with 30 years of industry experience. He is currently with Mercer Global Advisors and previously worked at Glass Jacobson Investment Advisors, Wick Capital Partners, ClearBridge Investments, Legg Mason, and Vanguard Advisers. Outside of financial advising, he is 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 employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of mutual funds, ETFs, fixed-income vehicles, and alternative investments.

Dovid Price is a CFP® and Series 66 licensed advisor with six years of industry experience. He currently works at Glass Jacobson Wealth Advisors and previously held roles at Mercer Global Advisors, DP Financial, and LPL Financial, among others. Outside of his advisory work, he provides financial consulting and management services to a speech therapy company. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative fixed-income products.

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® credentialed financial advisor at Glass Jacobson Wealth Advisors with 10 years of industry experience. His prior roles include positions at Mercer Global Advisors, UBS Financial Services, Financial Engines Advisors, and Edelman Financial Services. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various types of retirement plans, trusts, estates, and charitable organizations. The firm uses a household-level investment approach overseen by a quarterly meeting investment committee and offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and ERISA retirement plan consulting.

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 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with MA Brokerage Solutions and OSAIC. She was with Glass Jacobson Investment Advisors, LLC and Triad Advisors, Inc. for over two decades. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional clients including retirement plans, trusts, and charitable organizations. The firm employs a comprehensive household-level investment approach overseen by a quarterly meeting investment committee and offers a range of portfolio management and financial planning services.