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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.

Steve Berkson

Sr. Wealth Advisor

Steve Berkson

Steve Berkson

Sr. Wealth Advisor

CPA/PFA, MBT, CFP®

sberkson@merceradvisors.com

Steve is a veteran financial and investment advisor. Prior to joining Mercer Advisors, Steve was the founder and president of Berkson Asset Management, Inc. He holds Personal Financial Specialist and CERTIFIED FINANCIAL PLANNER™ certifications and is an active member of the Financial Planning Association. Steve is also a Certified Public Accountant. His experience includes a management role with Touche Ross & Co., as well as being founder and president of the firm, Steven M. Berkson, CPA. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. A native of Buffalo, New York, Steve moved to California at an early age, He holds a Bachelor of Arts in Economics from UCLA, and a Master in Business Taxation from USC. Steve resides in Calabasas, California with his wife, Sherri.

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.

Jose Hernandez

Client Service Specialist

Jose Hernandez

Jose Hernandez

Client Service Specialist

Jose has always been driven by a passion for investing. After graduating in 2018 with a BS in business management, he wasted no time immersing himself in the financial services industry. Jose began as a Client Specialist at Midtown Financial Advisors in Greensboro, North Carolina, where he honed his skills in client service. Dedicated to learning and growth, he earned a master's degree in business administration from High Point University in 2020. He then joined Vanguard in Charlotte as a High-Net-Worth Client Case Representative, demonstrating a keen ability with complex financial matters. In pursuit of new opportunities, Jose relocated to Los Angeles and joined Mercer Advisors as a Client Service Specialist, helping clients navigate their financial journeys. Outside of the office, Jose has always maintained a strong connection with sports, coaching U4 and U5 YMCA soccer teams and instilling values of teamwork and sportsmanship in young minds. He loves watching professional basketball, baseball, hockey, futbol (soccer), American football, and UFC.

Matthew Moore

Client Service Specialist

Matthew Moore

Matthew Moore

Client Service Specialist

Matthew began a career in sales and marketing before joining the financial services industry in 2021. Prior to Mercer Advisors, he was the office manager for a marketing firm in Dallas-Fort Worth, focused on providing outstanding administrative support to local start-ups and his sales team. Matthew enjoys helping people and gets the most satisfaction from making sure his clients are well looked after. He graduated from the University of Maryland with a bachelor of arts degree in communications. Outside of work, Matthew can be found performing live music, attending a wine tasting, or spending time with his friends and family.

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.

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.



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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.