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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Midwest
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Southeast
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Heather Curtis - Sr. Client Service Specialist

Heather Curtis

Sr. Client Service Specialist

Walnut Creek

Jake Ratana

Client Service Specialist

Walnut Creek

Jann Leonard

Manager, Client Service

Walnut Creek

Josie Solorio - Client Service Specialist

Josie Gonzalez Solorio

Manager, Client Service

Walnut Creek

Laurel Portman

Client Service Specialist

Walnut Creek

Melody Manzanedo

Manager, Client Service

Walnut Creek

Naeshia Mota

Naeshia Mota

Manager, National Client Service Specialist

Walnut Creek

Owen Good headshot

Owen Good

Relationship Manager

Walnut Creek

Robin Drummond

Client Service Specialist

Walnut Creek

Shiraz Baig

Client Service Specialist

Walnut Creek

T Thomasson

Tanya Thomasson, CFP®

Director, Client Service – UHNW & Private Markets

Roseville, Walnut Creek

Tess Gold headshot

Tess Gold, IACCP®

Sr. M&A Comp Analyst

Walnut Creek

T Kallas

Tim Kallas

Sr. Vice President

Walnut Creek

David Oh

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

Ethan Francais

Client Service Specialist

Walnut Creek

Tony Bullocks

Client Service Specialist

Walnut Creek

Victoria Mitchell

Client Service Specialist

Walnut Creek

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Explore More

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Tax Planning

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