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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West: Los Angeles

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April Hwang, CPA, MST

Manager, Tax Services

Ashley Martinez

Tax Associate

LA-Century City

Bessie Palacios

Sr. Tax Associate

Elaina Kogan, CPA, MBT

Partner, Tax Services

Joy De Pasquale - Senior Tax Advisor

Joy DePasquale, EA

Tax Manager

Lina Burlaka, EA

Sr. Tax Associate

Monique Reyes

Monique Reyes

Manager, Tax Support

Natasha Orozco

Tax Associate

Nicole Lai

Tax Manager

Pia Wolfe

Pia Wolfe

Tax Associate

Rouba Khzam, CPA

Sr. Tax Associate

LA-Century City, Newport Beach

John Tran

Estate Planning Strategist

Susy Gibo

Susy Gibo

Sr. Client Development Associate

Albuquerque, Kahului, Newport Beach, San Diego – Scripps Ranch, Santa Barbara, Scottsdale, Woodland Hills

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Mercer Advisors Team

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Investment Management

A Family Office for Your Family: A Wealth Tradition Within Reach

October 8, 2026

Investment Management

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

October 7, 2026

Retirement

Retirement Tax Planning: Your Lowest-Tax Window May Be Open

October 6, 2026

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