As CERTIFIED FINANCIAL PLANNER™ with 8+ years of experience working with a number of Advisers, both domestically and internationally, my objective is to provide laser-focused, individualized financial planning for financial and investment advisers' clients, using state-of-the-art tools to produce accurate, and visually compelling Statement of Advice documents, financial plans and reports.

Lauris S. Lambergs, CIMA®, GFP (USA) is Co-founder & Chief Investment Officer of Renaissance Wealth Advisors, a Boston-based RIA that specializes in helping cross-border clients identify, create and sustain long-term financial well-being.  Lauris graduated from Duke University with a degree in French & Political Science. He has spent significant time outside the US - living, studying & working - and has developed a deep appreciation for the complexities that go into making complex decisions around wealth in a global setting.

Anja Luesink, CFP® RLP® CeFT® GFP (USA), is the co-owner of Luesink Stenstrom Financial a holistic financial planning firm based in New York City. She and her business partner know cross-border planning issues from their own experience. She works with clients cross-border in Europe (specifically Netherlands, UK and Spain) and in Australia.

I am a CFP® professional (US designation) and Enrolled Agent specializing in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. I know how wonderful (and challenging) it is to live as an expat because I have lived that life. I have owned and sold real estate and operated business on both sides of the U.S. - Mexico border. I grew up in Mexico City, but I have lived and traveled as an expat in many countries, including Venezuela, Sudan and the Republic of Georgia. I firmly believe that the financial planning process applied in a cross-border environment will significantly improve your life.

Karen supports a core group of clients and combines her attention to detail with listening and problem-solving skills. She contributes to the firm’s client service and communications activities; she is also active in the Financial Planning Association of San Francisco, having previously served on the Board of Directors as its Treasurer. Karen currently serves as the Investment Committee Co-Chair for The Redwoods, a nonprofit senior retirement community in Mill Valley, and on the Board and the Investment Committee for the British Benevolent Society of California.

Hi, I'm Ryan. I started Mercer Street Company because I believe there's an under-served market out there looking for sound, objective advice from a qualified professional who isn't looking to sell a financial product or will only work with folks based on how much money they have to invest. That was my experience when I was looking for a financial advisor to help me with my personal finances. Now, I've spent nearly two decades working as a financial consultant to businesses in various industries - a majority of that time has been in financial services. I now draw upon those professional and personal experiences to help clients address their unique financial concerns.

Helene Brown, CFP^® serves as Wealth Planner, Director at Cresset. She has worked in the wealth management industry since 2010, serving a diverse client base with a specific focus on high-net-worth individuals and international clients. Her areas of specialty include comprehensive financial planning, cross-border financial planning, philanthropic and legacy planning, as well as strategizing around estate and tax planning. She is a Certified Financial Planner (CFP^®) practitioner and she also holds the Global Financial Planner (USA) designation.