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Financial Advisors in Walnut Creek

Our Walnut Creek 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.

Speak with a Walnut Creek Advisor

Meet Your Walnut Creek Team

Jacob Gee

Jacob Gee

Client Associate
Tim Kallas

Tim Kallas

Regional Vice President
Ben Kautz

Ben Kautz

Managing Director
Alise Kraus

Alise Kraus

Client Advisor and Branch Manager
Aaron Langston

Aaron Langston

Regional Vice President
Jeremy Moniz

Jeremy Moniz

Client Associate
Paola Ramos

Paola Ramos

Client Advisor
Elisha Sanchez

Elisha Sanchez

Senior Client Associate
Phillip Swenson

Phillip Swenson

Associate Advisor
Gregory V. Taylor

Gregory V. Taylor

Regional Vice President
Tanya Thomasson

Tanya Thomasson

Senior Client Associate

Talk to Us.

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