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.

Matt started working at Mercer Advisors in 2002 and has since been helping clients chart their financial futures and make important decisions that affect all aspects of their wealth. As a managing director, he oversees the Los Angeles, Santa Barbara, and Hawaii markets, serves on the senior leadership team and the investment committee, 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 an active participant of the National Association of Estate Planners & Councils, serves on the board of 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.

David currently manages the Southern California Mercer Advisors offices. He has a passion for educating clients and guiding them through the complexities of the planning process. David earned his MBA with an emphasis in financial psychology and behavioral finance from Creighton University and has a master’s degree in financial planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in business administration at Chapman University and is a CERTIFIED FINANCIAL PLANNER™ Professional. He currently holds the Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst®, Accredited Estate Planner®, and Financial Behavior Specialist designations. David is also an adjunct professor at California State University-Fullerton in the finance department.

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.

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.

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.