Meet Monique
Monique is a Manager of Tax Support and is based in Woodland Hills, California. She joined Mercer Advisors in 2020. Monique has a practical approach to tax planning and an ability to communicate complex concepts in an easy-to-understand manner. She believes the most effective tax strategies align with a client’s broader comprehensive financial plan.
Her working style
Monique prioritizes close collaboration with clients and the advisory team. She is dedicated to building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances. Monique approaches every client relationship with patience, empathy, and a commitment to clear communication.
Monique in real life
What keeps you busy outside of work?
Family life keeps me busy outside of work, but it’s a good kind of busy — the kind that keeps me grounded, motivated, and constantly on my toes.
Favorite thing about where you live?
What I love most about Oxnard, CA, is its mix of coastal calm and everyday community life. From the wide, uncrowded beaches to the rich agricultural fields and diverse neighborhoods, Oxnard has a welcoming energy. It’s a place where the ocean, culture, and community all come together.
Any words you try to live by?
Treat others the way you want to be treated and make every moment count. Life feels fuller and more meaningful when kindness leads the way and time is never taken for granted.
Meet Monique ’s Teammates
Bettina Marchetto
Tax Director
What Monique Says
Working with Bettina Marchetto is all about staying focused on what matters most — client outcomes. She brings clarity, dedication, and a solutions‑driven mindset to every situation. We collaborate, keep clients’ needs at the center of every decision, and deliver results that make a difference.
Nicholas Cathcart
Tax Manager
What Monique Says
Working with Nick brings a new level of energy and momentum to our team. He’s committed to delivering standout client outcomes, and his drive pushes us to think faster, act smarter, and stay ahead of every challenge. Together, we bring a high‑energy, solutions‑first mindset that keeps clients and results as our focus.
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