Meet Your Westlake Village Team
Our Westlake Village financial advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.
Hours: 8AM – 5PM, Monday – Friday
Meet Your Westlake Village - Thousand Oaks Team
Regional Vice President
Client Advisor and Branch Manager