When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Woodland Hills

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.

We’re built differently

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.

Meet our talented wealth advisors in the Woodland Hills area

They’re here to help you connect all your financial dots

Alex Kimura

Sr. Wealth Advisor, Director

Alex Kimura

Alex Kimura

Sr. Wealth Advisor, Director

CFP®, AIF®, MBA

akimura@merceradvisors.com

Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Accredited Investment Fiduciary® designation.

Lorenzo Riley

Wealth Advisor, Director

Lorenzo Riley

Lorenzo Riley

Wealth Advisor, Director

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

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

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

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

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

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.

Matt Cook

Managing Director

Matt Cook

Matt Cook

Managing Director

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.

David Askew

Managing Director

David Askew

David Askew

Managing Director

CFP®, CDFA®, FBS®

daskew@merceradvisors.com

David has a passion for educating clients and guiding them through the complexities of the financial planning process. In his role at Mercer Advisors, David manages the Southern California advisory teams. He completed his undergraduate degree in Business Administration at Chapman University and followed that by earning a master’s degree, with an emphasis in Financial Psychology and Behavioral Finance from Creighton University. He holds a master’s degree in Financial Planning (MSFS) from the American College of Financial Services as well. David is a CERTIFIED FINANCIAL PLANNER™ professional, and presently holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst® (CDFA®) and Certified Financial Behavior Specialist® (FBS®) certifications. David is also an adjunct professor at California State University – Fullerton in the Finance Department.

Jonathan Wilson

Regional Vice President

Jonathan Wilson

Jonathan Wilson

Regional Vice President

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

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

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.

See our entire team

We’ll team you up

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.



By submitting this information, you are selecting to receive promotional communications from the Mercer Advisors team. If you are a California resident and interested in learning more about personal information we may collect, please click here.

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.

Ready to learn more?