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.

Search results for:

West: Greater Santa Barbara

Clear All Filters

Matt Cook - Managing Director

Matt Cook, CFP®, AEP®

Managing Partner

Kahului, Santa Barbara, Woodland Hills, Thousand Oaks

J Mitchell

Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®

Partner

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

Principal

Woodland Hills, LA-Century City, Santa Barbara

David Ventura

David Ventura, CFP^®, EA

Wealth Advisor

Kahului, Santa Barbara, Walnut Creek, Woodland Hills

Jeff Minc - Wealth Advisor

Jeff Minc, CFP®

Sr. Wealth Advisor

Justin Shane, CFP®

Sr. Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara, Sun Valley

Stefani Kohler

Stefani Kohler, CFP®, CDFA®

Sr. Wealth Advisor

Yyvonne Wood

Yvonne Wood, CFP®

Sr. Wealth Advisor

David Ricci

David Ricci, CFP®

Regional Vice President

Scottsdale, Albuquerque, Tucson, Indian Wells, San Diego – Scripps Ranch, Santa Barbara, Newport Beach, San Diego – Sorrento Valley

Raul-Palma

Raul Palma

Regional Vice President

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

Tommy Azoury

Regional Vice President

Alec Schneider

Client Service Specialist

Brittany Doyle

Director, Client Service

Kahului, Santa Barbara, Woodland Hills

Caitlin Smith

Sr. Client Service Specialist

Jade Lamas

Client Service Specialist

Jade Warren

Client Service Specialist

Mariah Rason, CPA

Wealth Strategist

Mark Pavlics

Manager, Client Service

Miles Hale - Client Service Specialist

Miles Hale

Client Service Specialist

Ready to get started?

Mercer Advisors Team

Explore More

Tax Planning

Before You Sell Your Home, Consider This Tax Strategy

September 24, 2026

Investment Management

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

September 23, 2026

Retirement

What Comprehensive Financial Planning Can Do for You

September 23, 2026

Continue Browsing