Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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West: San Francisco Bay Area

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Annie Gottbehuet

Annie Gottbehuet

Managing Partner

San Francisco, Mill Valley

Bob Burlinson

Bob Burlinson

Vice Chairman, Regis Group

Menlo Park, San Francisco

David Oh, JD, LLM

VP, Wealth Strategy

Jedd Nicolas, CFP®

Principal

Jojo Cresci, CFP^®

Partner

Walnut Creek, Menlo Park, San Francisco

Matt-Krensky

Matt Krensky

Partner, Regis Group

Menlo Park, San Francisco

Mike Gandy

Mike Gandy, CFP®, CFA®, CPA

Principal

Peter Gifford

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Stephen Donahue, CFA®

Partner, Sr. Director

San Francisco, Menlo Park

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Alejandro Aguilar

Alejandro H. Aguilar, CFA®, CFP®, MBA

Wealth Advisor

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Carrie-Zhou

Carrie Zhou, CFP®, CEPA

Wealth Advisor

Charles Recchion

Wealth Advisor

Christina Ko Talbot

Sr. Wealth Advisor

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Eric Frampton, MBA, CFP®

Wealth Advisor

Fanny Guo

Fanny Guo, CFP^®

Sr. Wealth Advisor

Jeff Giguere, CFP®

Sr. Wealth Advisor

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Mercer Advisors Team

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