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Meet Your San Francisco - Russ Building 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

Kelly Woodward

Client Service Specialist

Lonnie Dorn

Client Advisor

Maunsel Hickey

Wealth Advisor

Tim Kallas

Regional Vice President

Veronica Rubio

Regional Vice President

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