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.

Mike collaborates with clients and their families to develop and implement customized financial plans to help achieve their financial goals. Mike is known for his patient, heart-of-a-teacher approach to working with clients. A genuine numbers guy, Mike is well-versed in factor-based investing, Roth conversions, proactive tax planning, advanced estate planning strategies, and special needs situations. He has experience working with corporate trustees and third-party fiduciaries and has worked extensively with retirement plan administrators, including CalPERS, TIAA, and many more. Mike began his career with Merrill Lynch in 1998. Before joining Mercer Advisors in 2018, he was a financial consultant at TIAA in Los Angeles, focused on improving his clients’ economic well-being and retirement readiness. Mike and his wife are native Angelenos and have two beautiful daughters.

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 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.

Danny joined Mercer Advisors in 2021. As a wealth advisor, he prioritizes building strong client relationships, developing comprehensive financial plans, and delivering advice that’s in the client’s best interest. Danny is a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent. He is also a member of the Financial Planning Association. Prior to joining Mercer Advisors, Danny climbed the ranks of the entertainment industry. He earned a degree in economics and film studies from Claremont McKenna College and was a NCAA Division III champion in water polo. Danny is a Los Angeles native and speaks conversational Russian. He has traveled throughout the world and enjoys swimming, snowboarding, hockey, and golf. Danny lives in Westlake Village with his wife, two children, and chocolate Lab.

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.

David joined Mercer Advisors in 2018. He collaborates with clients and their families to develop and implement financial plans designed to achieve their financial goals. David is passionate about helping people navigate their financial lives by finding creative opportunities that incorporate all areas of comprehensive financial planning, including cash flow analysis, tax strategies, investment management, retirement planning, estate planning, and risk management. David earned a Bachelor of Science in business management from Cal State Northridge and received his financial planning education at UCLA Extension. He proudly offers pro-bono financial guidance through the “Advisors Give Back” program sponsored by the CFP® Board. David enjoys training for ultramarathons and Ironman competitions. When not training, he enjoys spending time with his niece. David is fluent in Spanish.

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 joined Mercer Advisors in 2024. In her role, she collaborates with a team of dedicated advisors to ensure that the comprehensive needs of firm clientele are met in a responsive, thorough, and efficient manner. Prior to joining Mercer Advisors, Destiny was employed as a financial representative with Modern Woodmen helping people align their dreams, goals and intentions with their financial decisions through holistic financial planning. She joined Mercer Advisors to collaborate with and learn from professionals who operate in different roles, but function as one wealth planning team. Destiny uses her experience to support her team and deliver outstanding customer satisfaction. She earned her Bachelor of Arts in business administration with a concentration in finance from Cal State San Bernadino.

Ramsey collaborates with a team of dedicated advisors to help ensure that the comprehensive needs of firm clientele are met in a responsive, thorough, and efficient manner. Ramsey began his career in financial services as a banker for US Bank, N.A. He later joined wealth management firm AL Hewitt as a member of their tax team. When AL Hewitt was acquired by Mercer Advisors in 2019, Ramsey switched to his current role. He earned his bachelor’s degree in finance from Colorado Technical University, graduating Maga Cum Laude. Ramsey likes to travel with his family. His favorite travel includes the Philippines and cruises to the Caribbean. He has two dogs and many hobbies including marksmanship and attending car shows and rallies. Ramsey is a sushi connoisseur.

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.