Mercer Advisors

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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Northeast
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Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Owen Good headshot

Owen Good

Client Service Specialist

Walnut Creek

Stephen Morris

Stephen Morris

Client Service Specialist

Walnut Creek

T Thomasson

Tanya Thomasson, CFP®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Tess Gold headshot

Tess Gold

Sr. M&A Comp Analyst

Walnut Creek

Wendy Reeves, WMS℠

Sr. Client Service Specialist

Walnut Creek

T Kallas

Tim Kallas

Sr. Vice President

Walnut Creek

David Oh

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

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