team kacal
Call us today at (800) 825-5152
 Managing Director  Email: JeffJeff has been providing comprehensive financial planning to his clients for more than 12 years. He enjoys helping clients develop strategies that will allow them to achieve their goals while living life on their terms. A native Houstonian and graduate of Texas A&M University, Jeff lives in Missouri City, Texas with his wife Nicole and their 3 children. |  Financial Associate Email: BekahBekah graduated from Texas Tech University with a bachelor's degree in Psychology and a master's degree in Personal Financial Planning. After moving to Houston, she worked as an assistant financial planner for a small financial planning practice before joining Mercer Advisors in 2007. Bekah holds the Series 65 license and is working towards obtaining her Certified Financial Planner™ designation. |
