Meet Matt
Matt is a Sr. Tax Associate based in Newport Beach, California. Matt joined Mercer Advisors in 2025 after serving as a Sr. Tax Associate at EP Wealth Advisors. He focuses on tax preparation and planning for the clients he serves, drawing on more than 15 years of wealth management experience. Matt earned a B.S. degree in business finance from California State University, East Bay, and is an IRS enrolled agent (EA). He is motivated by the collaborative spirit at Mercer Advisors and is dedicated to client success.
His working style
Known for his optimism, Matt keeps high-stakes tax seasons running smoothly with a steady, relaxed approach. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s unique goals and circumstances. Matt approaches every client relationship with patience, empathy, and a commitment to clear communication.
Matt in real life
What keeps you busy outside of work?
I stay active by sharing new experiences and weekend adventures with my wife and daughters.
Favorite thing about where you live?
As a Torrance resident, I love spending weekends exploring the local farmers market or enjoying a relaxing beach day with my family.
Why do you like working at Mercer Advisors?
I am proud to be part of Mercer Advisors, being drawn to the firm’s steadfast core values and commitment to a client-first approach.
Meet Matt ’s Teammates
Vicky Joo
Tax Manager
What Matt Says
Working alongside Vicky is a privilege. She is incredibly supportive and always ready to share her extensive tax expertise whenever I need a hand.
Alexis Ragus-Wines
Sr. Tax Manager
What Matt Says
Alexis is incredible to work with. Whenever I am stuck on a tough tax question, I know I can always count on her sharp insights and helpful approach to guide me through it.
Bettina Marchetto
Tax Director
What Matt Says
Bettina is an exceptional colleague and an invaluable resource. Whenever I encounter a complex tax issue, she is my go-to person for accurate, reliable, and prompt guidance.
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