Meet Rebecca
Rebecca is a Client Service Specialist based in Westlake Village, California. She joined Mercer Advisors through the acquisition of West Oak Capital where she was Operations Coordinator, supporting the investment advisors and helping clients. Prior, she was Office Manager for Moorpark Unified School District and held accounting and administration roles at Sage Publications. Rebecca earned an A.A. degree in Health Care Administration from the University of Phoenix.
Her working style
Rebecca takes pride in being reliable, organized, and calm under pressure. She approaches her work with focus and precision, helping ensure every client and colleague feels supported. Whether working independently or in a team, she is committed to delivering results with integrity and genuine care.
Rebecca in real life
What keeps you busy outside of work?
Attending MLB or NFL games with my husband in person or by TV and attending live music events.
What keeps you busy outside of work?
Spending time with my kids and grandkids, extended family, and friends.
What’s one thing you are surprisingly good at?
I make creative Halloween scenes or creative crafts.
Meet Rebecca’s Teammates
Gerald Clebanoff
Sr. Wealth Advisor
What Rebecca Says
Jerry is a great teacher with a great sense of humor. He is a kind human being to both clients and colleagues.
Byron Snider
Sr. Wealth Advisor
What Rebecca Says
Byron is a great teacher, leader, and a very kind human being! His clients are lucky to have him.
Jonathan Howard
Portfolio Consultant
What Rebecca Says
Jonathan picks up on things very quickly and is a joy to work with.
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