Sr. Wealth Advisor
Lonnie began his career in the financial services industry in 1994. Previously, he worked at firms such as Dean Witter (now part of Morgan Stanley) and a private Bay Area investment advisory firm before joining ClearRock Capital in 2010 and now Mercer Advisors. Being a father of three and married to an educator, Lonnie understands the importance of clear communication - a key component of the client experience. "We work really closely with our clients - we find out who they are and listen to what they want." When he's out of the office, Lonnie enjoys playing golf and spending time with his family. Lonnie holds the CERTIFIED FINANCIAL PLANNERTM certification, earned his M.B.A. in Finance from Santa Clara University, and received his B.A. in Finance from Boise State University.