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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Camarillo

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.

We’re built differently

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.

Meet our talented wealth advisors in the Camarillo area

They’re here to help you connect all your financial dots

Matt Cook

Managing Director

Matt Cook

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.

Doug Fabian

Senior Vice President

Doug Fabian

Doug Fabian

Senior Vice President

Doug began his career in 1979 as a market analyst for the Telephone Switch Newsletter. He spent 17 years speaking to investors about the issues that mattered most to them on his financial talk radio show. Before joining Mercer Advisors, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). He speaks nationally at financial seminars and produces a weekly podcast, is a contributing writer for the Wall Street Journal, the Los Angeles Times, and Investor’s Business Daily, and has appeared regularly as a guest on CNBC and Fox Business Network. Doug graduated from Goldenwest College and holds the FINRA Series 65 License.

Jeff Minc

Associate Wealth Advisor

Jeff Minc

Jeff Minc

Associate Wealth Advisor

Jeff began his career in the financial industry in 2014. His experience of managing client portfolios and trading equity and fixed income products in Investment Operations for Mercer Advisors for three years and obtaining his Certified Financial PlannerTM certification was a catalyst for him to transition into client services. Jeff graduated from the University of California, Santa Barbara. Prior to joining Mercer Advisors, he served as a firefighter and managed investment portfolios for a small group of friends and family. Jeff also holds the FINRA Series 65 license.

Brittany Doyle

Regional Service Manager

Brittany Doyle

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.

Sydney Kirkes

Sr. Client Service Specialist

Sydney Kirkes

Sydney Kirkes

Sr. Client Service Specialist

Sydney began her career in the financial services industry in 2011. Prior to joining Mercer Advisors, she held various client service positions at JP Morgan Chase, gaining valuable industry knowledge. Sydney joined Mercer Advisors to continue pursuing her passion for delivering superior client service. She graduated from Westmont College in Santa Barbara, CA, with a degree in Economics and Business.

Ramsey Zreik

Client Service Specialist

Ramsey Zreik

Ramsey Zreik

Client Service Specialist

Ramsey began his career in the financial services industry in 2017 as a banker for US Bank N.A. He graduated magna cum laude from Colorado Technical University where he earned a Bachelors in finance. Ramsey uses his experience in the financial industry to support his team and deliver outstanding customer satisfaction. He currently resides in Camarillo with his family. He holds a Real Estate license, Insurance license, and California Tax Education Council license.

Alan E. Hewitt

Client Advisor and Branch Manager

Alan E. Hewitt

Alan E. Hewitt

Client Advisor and Branch Manager

CFP®, ChFC®, EA, ATA, ATP, AAMS, AWMA

ahewitt@merceradvisors.com

Alan began his career in the financial services industry in 1990. Prior to joining Mercer Advisors, he was the Founder and President of AL Hewitt, Inc., a wealth management firm in Camarillo, CA. He is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of the College for Financial Planning in Denver, CO. He is a Chartered Financial Consultant granted by The American College. Alan is also an Enrolled Agent licensed by the United States Department of the Treasury. He is an Accredited Asset Management Specialist and an Accredited Wealth Management Advisor granted by the College for Financial Planning. In addition, Alan has earned multiple credentials from the Accreditation Council for Accountancy and Taxation. Alan specializes in tax planning, financial planning, investment management, and retirement planning. He is familiar with a variety of public pension plans and deferred compensation issues. Alan is a retired Firefighter Paramedic from the Los Angeles Fire Department and is a lifetime member of the California State Firefighters’ Association.

Alan is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), and the California Society of Enrolled Agents (CSEA). He is the author of The DROP Book, which has helped hundreds of public safety professionals plan for their retirement. Alan enjoys collecting artwork, going on cruises, and spending time with his family.

We’ll team you up

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.