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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Andrew Beck

Andrew Beck, MBA

Sr. Vice President

Walnut Creek

T Kallas

Tim Kallas

Sr. Vice President

Walnut Creek

Bora Yucekul

Client Development Associate

Walnut Creek

E Sanchez

Elisha Sanchez, MBA, WMS™

Client Development Associate

Walnut Creek

F Xuereb

Fred Xuereb

Sr. Client Development Associate

Walnut Creek

David Oh, JD, LLM

VP, Wealth Strategy

Walnut Creek

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Mercer Advisors Team

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