Kimberly Foss brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. She began her career at Merrill Lynch as the youngest female account executive in its long history before she left to found her prior firm Empyrion Wealth Management. Author of "Wealthy by Design: A 5-Step Plan for Financial Security," Kimberly is a well-respected thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with many leading media outlets including The Today Show, CNBC, Forbes, The Wall Street Journal, Fox Business, MSN Money, Investor's Business Daily, and U.S. News & World Report. She regularly contributes to industry publications and shares her expertise at conferences.

Kamille is an industry veteran with more than two decades of experience in financial services. Her genuine service orientation and client-driven perspective, afford clients a smooth, professional, and satisfying experience. She is the strategic liaison between clients and custodians and is the primary driver of operations and onboarding processes. She takes the lead in setting up accounts, preparing for client reviews, and processing distributions and transfers. Kamille is passionate about the financial services industry, and her chief satisfaction comes from helping clients achieve their financial goals. Outside of the office, Kamille is active in the community as a PTA member at her children's school and can often be found with her hands in the dirt at her local community garden.

Jennifer began her career in financial services in 2006. Prior to joining Mercer Advisors, she held positions at Fidelity Investments, Fisher Investments, and most recently WGG Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jennifer focuses on providing the best-possible service to clients and is committed to helping them find their path to Economic Freedom™. She has also helped high-net-worth individuals and families through comprehensive financial planning and investment management. Jennifer graduated from California State University San Marcos with a bachelor of science degree in business administration. She's a CERTIFIED FINANCIAL PLANNER™ practitioner and has the credentials for the Accredited Wealth Management Advisor℠, Accredited Portfolio Management Advisor(SM), and Chartered Retirement Planning Counselor(SM) designations. Jennifer lives in the Sacramento area with her son and enjoys concerts, traveling, and spending time with her family.

Tanya began her career in the financial services industry in 1999. Prior to joining Mercer Advisors, she held a variety of client service, compliance, and operations positions with increasing levels of responsibility at financial planning, asset custodian, and wealth management firms. From 2010 to 2016, Tanya lived and worked in London, where she gained valuable management and client support experience outside of the financial services industry. She graduated from Truman State University with a degree in Business Administration and holds the FINRA Series 65 license. Tanya is a CERTIFIED FINANCIAL PLANNER™ professional.

Jessica has been with Mercer Advisors since 2007. In addition to delivering comprehensive financial planning to her valued clients, she also serves as Regional Director for Mercer Advisors’ Bay Area team and sits on the Steering Committee for the firm’s InvestHERs women’s initiative. Jessica was recognized by Forbes as one of the Top Women Wealth Advisors in 2020 and 2021, the Top Next‐Gen Advisors in 2021, and the Top Women Wealth advisors - Best in State 2022. Jessica graduated cum laude from Westmont College with degree in Economics and Business and currently lives in San Francisco with her husband Kyle and three sons.