We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Alex Kimura
Sr. Wealth Advisor, Director
Alex Kimura
Sr. Wealth Advisor, Director
CFP®, AIF®, MBA
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 Riley
Wealth Advisor
Lorenzo Riley
Wealth Advisor
CFP®, CIMA®
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 Davtyan
Wealth Advisor
Rich Davtyan
Wealth Advisor
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.
Henry Cox
Associate Financial Planner
Henry Cox
Associate Financial Planner
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 Voralik
Associate Financial Planner
John Voralik
Associate Financial Planner
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.
Brittany Doyle
Regional Service Manager
Brittany Doyle
Regional Service Manager
Brittany began her career in finance at Goldman Sachs and worked in Private Wealth Management in their Los Angeles, San Francisco and New York offices. There she was able to advance her client service skills providing elevated support to high-net-worth individuals and families with their financial management. She brings that same level of expertise to her clients at Mercer Advisors by providing proactive and efficient 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 Netflix series with her husband and their cat.
Jesus Romero Enciso
Client Service Specialist
Jesus Romero Enciso
Client Service Specialist
Jesus is passionate about building connections with clients and assisting in their journey to reach their long-term financial goals. He earned a bachelor's degree in Business Administration, with a concentration in Finance from California State University Fullerton in May 2022 with plans to continue for his MBA. Outside of work Jesus enjoys visiting new places and trying new foods with his wife, as well as listening to podcasts and watching classic horror films.
Matt Cook
Managing Director
Matt Cook
Managing Director
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 Wilson
Regional Vice President
Jonathan Wilson
Regional Vice President
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 Katz
Regional Vice President
Jeff Katz
Regional Vice President
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 Ladaga
Associate RVP
Nicholas Ladaga
Associate RVP
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.
Susy Gibo
Sr. Regional Sales Associate
Susy Gibo
Sr. Regional Sales Associate
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.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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