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

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Bob Burlinson

Bob Burlinson

Vice Chairman, Regis

Menlo Park, San Francisco

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

Partner, Sr. Wealth Advisor

Menlo Park, San Francisco

Aaron Langston

Aaron Langston, CFP®, EA

Senior Vice President & Wealth Advisor

Adam Govani

Adam Govani, CFP®

Wealth Advisor

Anthony Lugo, CFP®, CEPA

Wealth Advisor

Carrie-Zhou

Carrie Zhou, CFP®

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

Jessica Chen - Wealth Advisor

Jessica Chen, CFA®

Wealth Advisor

Walnut Creek, Menlo Park, San Francisco

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Mercer Advisors Team

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