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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All
Loading…

Halley Craig, CFP®

Relationship Manager

Mill Valley

Jaclyn Aragon

Relationship Manager

Walnut Creek

Jake Ratana

Service Operations Associate

Walnut Creek

Jann Leonard

Service Operations Associate

Walnut Creek

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Sr. Manager, Client Service

Walnut Creek

Kevin Shannon

Sr. Relationship Manager

San Francisco

Mary Ann Sullivan

Relationship Manager

Walnut Creek

Melody Manzanedo

Manager, Client Service

Walnut Creek

Moises Juarez

Relationship Manager

Walnut Creek

Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Owen Good headshot

Owen Good

Relationship Manager, Regis

Walnut Creek

Phuong Tran

Relationship Manager

San Francisco

Ryan Young

Relationship Manager, Regis

San Francisco

Sarah Biser

Relationship Associate, Regis

Menlo Park

Suzanne Guzaitis

Relationship Manager

Walnut Creek

T Thomasson

Tanya Thomasson, CFP®

Sr Director, Client Service – Regis Group & PM

Roseville, Walnut Creek

Tony Bullocks

Relationship Manager

Walnut Creek

Victoria Mitchell

Relationship Manager

Walnut Creek

Load More

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

Tax Planning

How Much Money Do You Need To Work With a Wealth Manager?

September 11, 2026

Investment Management

Making Sense of Rising Treasury Yields

September 9, 2026

Tax Planning

The New Math of Charitable Giving Tax Deductions

September 8, 2026

Continue Browsing