At Your Family Matters, our team of dedicated professionals is committed to providing exceptional fiduciary financial planning and advisory services. Meet our key staff members who bring a wealth of experience and expertise to our firm:

Thomas E. Mercer, Sr.

Thomas E. Mercer, Sr. is a Senior Partner at YFM and brings a diverse range of skills to the team. As an Independent Insurance Agent, he specializes in Life Insurance & Annuities, ensuring that clients have the financial security they need. Thomas also serves as the Trust, Will & Estate Planning Coordinator, helping clients protect their assets and plan for the future. 

With his extensive experience as a Budgeting & Financial Planning Coach, he guides clients in managing their finances effectively. As the Chief Compliance Officer, Thomas ensures that YFM adheres to all regulatory requirements. His credentials as a Federal Small Business Professional and Federal Contracting Professional, combined with his background as a Retired Army Officer & Civil Servant, make him a valuable asset to our team.

J.P. Goble, CPA, CFP

J.P. Goble is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) at YFM. As an Investment Advisor Representative, he works closely with clients to achieve tax efficiency and optimize their financial strategies. P. Goble takes a holistic approach to financial planning, focusing on wealth creation and wealth transfer. 

What’s more, his expertise in Life Insurance & Annuities and Retirement Planning ensures that clients are well-prepared for the future. With his comprehensive knowledge and dedication, J.P. Goble helps clients navigate the complexities of financial planning with confidence.

 Alana McKinney

Alana McKinney serves as the Office Manager at YFM, ensuring that our operations run smoothly and efficiently. She provides Notary Services, Trustee Services, Executor Services, and Witness Services, offering essential support to our clients. Alana’s organizational skills and attention to detail make her an integral part of our team. Thus, ensuring that clients receive the highest level of service.