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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
October 8, 2024
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.
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.
They’re here to help you connect all your financial dots
Lorenzo Riley
Wealth Advisor, Director
Lorenzo Riley
Wealth Advisor, Director
CFP®, CIMA®
Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on income and retirement planning, tax-sensitive asset-gifting, and other financial planning strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in communications. While attending North Dakota State University, Lorenzo played Division I basketball and football; he was a Summit League conference champion and an NCAA national basketball tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his wife and daughter.
Carol Ann Casebolt
Wealth Advisor
Carol Ann Casebolt
Wealth Advisor
Carol Ann began her career in 2010 as an Investment Consultant after graduating cum laude from Chapman University with a bachelor’s degree in business administration. Over the years, she’s realized that working with people is her passion. Carol Ann provides her clients with comprehensive financial planning services to help them create a successful future and a lasting legacy. She’s a CERTIFIED FINANCIAL PLANNER™ professional, and when she’s not in the office, Carol Ann enjoys spending time with her husband, son, and two dogs in the California sunshine.
Stewart Schrader
Wealth Advisor
Stewart Schrader
Wealth Advisor
Stewart began his wealth management career in 2008. He holds the FINRA Series 66 license and has CERTIFIED FINANCIAL PLANNER™ certification. As a Wealth Advisor, Stewart prioritizes client relationships, understanding client objectives, and delivering solutions and strategies, from the simple to the complex. In addition, he believes implementing a financial plan is essential for long-term success. Stewart received his bachelor of business administration degree from Texas Tech University and completed his MBA at New York University Stern School of Business. He grew up in Dallas, spent several years in Chicago and Kansas City, and now resides in Los Angeles. Stewart and his wife share a love for traveling, scuba diving, and excellent food. In addition, he enjoys sporting events and attends concerts regularly.
Rich Davtyan
Wealth Advisor
Rich Davtyan
Wealth Advisor
Rich began his career in wealth management in 2014. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Rich resides in Los Angeles and when not working likes to travel and enjoys riding his motorcycle.
Michael W. Johns
Wealth Advisor
Michael W. Johns
Wealth Advisor
Michael began his career in the financial services industry in 1998. Prior to joining Mercer Advisors, he was a financial consultant at TIAA, focused on improving his clients’ financial well-being and retirement readiness. He also held various positions assisting his clients to create comprehensive financial plans and recommending solutions to achieve their goals. He is a Los Angeles native who helps build sets for his daughter’s theater group, enjoys golfing, cooking and spending time with family in the San Fernando Valley. Michael graduated from San Diego State University with a Bachelor’s degree in Business Administration, Marketing. He holds his FINRA Series 66 License.
John Voralik
Financial Planner
John Voralik
Financial Planner
John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.
As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor’s degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son’s little league team and enjoys their many family adventures.
Destiny Collins
Client Service Specialist
Destiny Collins
Client Service Specialist
Matt Cook
Managing Director
Matt Cook
Managing Director
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 Askew
Managing Director
David Askew
Managing Director
CFP®, CDFA®, FBS®, AEP®
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.
Jonathan Wilson
Regional Vice President
Jonathan Wilson
Regional Vice President
CFP®, EA
Jonathan began his career in the financial services industry in 1994. Prior to joining Mercer Advisors, he was a director of wealth management at Polaris Wealth Advisory Group. Jonathan is a former division 1 athlete and served as a college head coach. He’s a big-picture communicator and dream caster who excels at motivating others to be proactive about accomplishing their dreams and goals. Jonathan earned a bachelor’s degree in English literature at The Citadel and accepted a commission in the U.S. Army (infantry) upon graduation. He’s also a Gulf War veteran. In his spare time, Jonathan can be found shivering in the lineup at First Point in Malibu, waiting for the next set of waves.
Jeff Katz
Regional Vice President
Jeff Katz
Regional Vice President
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 Ladaga
Associate RVP
Nicholas Ladaga
Associate RVP
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.
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.
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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.
October 8, 2024