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 Managing Director  Email: MattMatt helps Mercer Advisors' clients maximize their human, intellectual and financial capital in order to achieve their goals. He advises them on life changing decisions such as buying or selling a business, making a business investment, choosing an investment policy, deciding when to retire or selecting a retirement plan distribution strategy. Matt earned his degree in Economics & Business, with honors from Westmont College in Santa Barbara, and lives nearby with his wife, Patti, and their two children. |  Managing Director Email: JoshJosh specializes in bringing together the diverse elements of investments, pension, college, insurance, tax, business, financial, and estate planning into an integrated, comprehensive plan to help clients achieve their long term goals and live their vision today. Josh graduated magna cum laude from Westmont College, in Economics, where he occasionally teaches Investments and Portfolio Management. He is also a member of the Santa Barbara Estate Planning Council. Josh and his wife, Jennifer, live in Santa Barbara with their three children. |
 Financial Advisor Email: EmiEmi facilitates the delivery of comprehensive financial life plans by preparing analyses and handling complex projects. She works closely with internal Mercer experts and external client advisors to ensure that the financial plan remains flexible and current. Emi graduated from the University of California at Santa Barbara with a degree in Business Economics and Accounting. Emi is a California Notary Public. |  Financial Administrator Email: MelindaAs one of the initial points of contact, Melinda works closely with clients by preparing analyses and financial information to support their overall game plans. Melinda has over four years of industry experience and speaks fluent Spanish and French. She graduated cum laude from Westmont College where she earned a bachelor's degree in Economics & Business. Melinda is currently working towards obtaining her Series 65 Registered Investment Advisors license. |
