Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Accredited Investment Fiduciary^® designation.

Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on income and retirement planning, tax-sensitive asset-gifting, and other financial planning strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in communications. While attending North Dakota State University, Lorenzo played Division I basketball and football; he was a Summit League conference champion and an NCAA national basketball tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his wife and daughter.

Rich began his career in wealth management in 2014. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. He is also a CERTIFIED FINANCIAL PLANNER^™ professional. Rich resides in Los Angeles and when not working likes to travel and enjoys riding his motorcycle.

Brittany began her career in finance at Goldman Sachs working in private wealth management in their Los Angeles, San Francisco and New York offices. There she was able to hone her client service skills providing elevated support to ultra-high-net-worth individuals and families with their wealth management needs. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and seamless support. Brittany earned a Bachelor of Arts in Liberal Studies with a concentration in Special Education from California State University, Northridge. Brittany enjoys the beach, the Los Angeles Dodgers and binging the latest streaming series with her husband and their cat.

Matt started working at Mercer Advisors in 2002 and has been helping clients chart their financial future and make important decisions that affect all aspects of their wealth. As Managing Director for the Los Angeles and Central California region, he oversees 5 wealth management offices, serves on the Senior Leadership Team, and is an advisor to the firm's high net worth clients. Matt received his degree in Economics and Business from Westmont College. He is active in the local chapter of the Financial Planning Association, serves on the Board for the Page Youth Center, and is a volunteer for the local AYSO club. He lives in Santa Barbara with his wife and their three children.

Jonathan began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he was a director of wealth management at Polaris Wealth Advisory Group. Jonathan is a former division 1 athlete and served as a college head coach. He's a big-picture communicator and dream caster who excels at motivating others to be proactive about accomplishing their dreams and goals. Jonathan earned a bachelor's degree in English literature at The Citadel and accepted a commission in the U.S. Army (infantry) upon graduation. He's also a Gulf War veteran. In his spare time, Jonathan can be found shivering in the lineup at First Point in Malibu, waiting for the next set of waves.

Jeff began his career in the financial services industry in 1979, serving institutional and high-net-worth clients. His past professional experiences include institutional securities sales, fixed income bond trading, and managing the institutional brokerage unit at Union Bank and UnionBanc Investment Services. Jeff graduated from the University of Illinois with a degree in Finance, earned his MBA from Pepperdine University, and holds the FINRA Series 65 License. He is the published author of “Investing in Money Market Securities”.

Nicholas began his career in the financial services industry in 2019 and brings 10 years of sales, marketing, and customer services experience to the team. He was born and raised in Michigan and earned his bachelor’s degree from Oakland University. Nicholas focuses on elite customer service and works every day to make sure you reach your financial goals. In his free time, he enjoys playing sports, coaching basketball, and traveling. Nicholas holds the Series 65 License.

Henry strives to provide exceptional customer service to clients in a variety of areas. He began his wealth management career by joining Mercer Advisors after graduating from the University of Colorado. Henry holds a Bachelor of Science in Business Administration with an emphasis in Personal Financial Planning. Outside of work Henry likes to go to the beach, participate in an active lifestyle, and spend quality time with friends and family.

John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.

As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor's degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son's little league team and enjoys their many family adventures.

Susy started her financial career with TD Ameritrade and joined Mercer Advisors in 2019. Prior to that, she spent 20 years in the pharmaceutical industry in various sales and marketing roles. Susy was inspired to change careers after going through the planning process for her family and her parents. She has a deep desire to help change people’s lives by helping them plan for economic success. Susy grew up in Honolulu and now calls Arizona home with her husband and three children. She has an MBA from Arizona State University and holds the FINRA Series 66 License.