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Meet Your Team

Our 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.

250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362

805.495.8166
Hours: 8AM – 5PM, Monday – Friday

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Meet Your Westlake Village - Thousand Oaks Team

Jeff Katz

Regional Vice President

Federico Avendano

Client Associate

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