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 PLANNER^TM 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.

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.

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 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.

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.

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.