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Meet Your Team

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

235 Montgomery Street
Suite 1020
San Francisco, California 94104

Hours: 8AM – 5PM, Monday – Friday

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Meet Your San Francisco - Russ Building Team

Tim Kallas

Regional Vice President

Lonnie Dorn

Client Advisor

Kelly Woodward

Client Service Manager

Maunsel Hickey

Client Advisor

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