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Matt Cook, CFP®
Matt has more than 12 years of experience in delivering comprehensive financial planning services to his clients. He offers new and unique perspectives regarding life-changing decisions such as buying or selling a business, choosing an investment policy, establishing savings goals, deciding when to retire, or charting a retirement distribution strategy. Matt earned his degree in Economics and Business, with honors from Westmont College in Santa Barbara, holds the FINRA Series 65 license, and is active in the local chapter of the Financial Planning Association. He lives nearby with his wife Patti, and their two children.
Josh Gustafson, CFP®, ChFC®, CLU®, AEP®
Josh has more than 17 years of experience delivering comprehensive financial planning services to his clients. He specializes in integrating the diverse elements of investments, pension, college, insurance, tax, business, financial, and estate planning into a customized game plan that helps clients achieve their long term goals and live their vision today. He graduated magna cum laude with a degree in Economics and Business from Westmont College, where he occasionally teaches Investment and Portfolio Management courses. Josh is a member of the Santa Barbara Estate Planning Council. He and his wife live in Santa Barbara with their three children.
As a Financial Administrator, Chris works closely with clients to provide operational support and assistance during the implementation of their financial plans. Chris graduated cum laude from Westmont College with dual degrees in Economics and History. During his studies, he completed a year-long research project which focused on the origins of the Federal Reserve System. He holds the FINRA Series 65 license and is working toward obtaining his CFP® designation.
Emi Umezawa, CFP®
Emi delivers comprehensive financial life plans to her clients through the preparation of analyses and management of complex projects. She works closely with internal Mercer Advisors experts and external client advisors to ensure that her clients' financial plans remain flexible and current to their needs. Emi graduated from the University of California at Santa Barbara with a degree in Business Economics and Accounting, and holds the FINRA Series 65 license. Emi is a California Notary Public and is fluent in Japanese.
Shala joined Mercer Advisors to pursue her passion for financial planning and investment management. Prior to joining Mercer Advisors, she served as Vice President of Operations for a global manufacturing company, gaining experience in Poland and China. She also lived in Haiti where she worked to promote community development. Shala graduated cum laude from Westmont College with a degree in Economics and Business. She holds the FINRA Series 65 license and is working toward obtaining her CFP® designation.