Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: LA-Century City

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Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills, LA-Century City

Chris-Gomez

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Danny Polyakov, CFP®, EA

Wealth Advisor

Woodland Hills, LA-Century City, Westlake Village

Raul-Palma

Raul Palma

Regional Vice President

Kahului, LA-Century City, Pasadena, Santa Barbara, Woodland Hills, Thousand Oaks

Lorenzo Riley, CFP®, CIMA®, CPWA®, SE-AWMA®

Principal

Woodland Hills, LA-Century City, Santa Barbara

Rich Davtyan - Sr. Wealth Advisor

Rich Davtyan, CFP®

Principal

LA-Century City

David Askew

David Askew, CFP®, CDFA®, FBS®, AEP®

Managing Partner

Indian Wells, LA-Century City, Newport Beach, Woodland Hills, Thousand Oaks

Dominique-Langerman

Dominique Langerman, MPA, CAP®

Regional Vice President, Endowments and Foundations

LA-Century City

Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Ian Smith - Client Service Specialist

Ian Smith

Client Service Specialist

LA-Century City

Riley Baer

Riley Baer

Client Service Specialist

LA-Century City

Nick Henry

Portfolio Consultant

LA-Century City

Anna Dominique Mendoza

Tax Associate

LA-Century City

Ashley Martinez

Tax Associate

LA-Century City

Rouba Khzam, CPA

Sr. Tax Associate

LA-Century City, Newport Beach

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Mercer Advisors Team

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