Obed Garcia

AIF®, CPFA®
Retirement Plan Specialist

I’m committed to staying informed and educated about the benefits of 401(k) plans so I can help you feel confident, secure, and well-prepared for retirement.

Meet Obed

Obed is a Retirement Plan Specialist based in Houston, Texas. He joined Mercer Advisors in 2025 after serving at The K Corporation as a Retirement Plan Specialist. Obed earned a B.S. degree in neuroscience from Baylor University and an MBA with a concentration in finance from Sam Houston State University. Obed is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor.

His working style

Obed thrives on learning new things and finding innovative ways to solve problems, streamline processes, and see projects through to completion. He wants to make certain that detailed reports are completed accurately. He is a critical and systematic thinker and seeks opportunities to bring new information to the team. Obed has a keen interest in formulating theories and asking questions to assist in problem-solving.

Obed in real life

What keeps you busy outside of work?

Training for half-marathons, playing chess, reading, and listening to audiobooks.

What makes you tick?

I continually seek new knowledge and information, aiming to make the unknown known.

Any words you try to live by?

Never, never be afraid to do what’s right, especially if the well-being of a person or animal is at stake. Society’s punishments are small compared to the wounds we inflict on our soul when we look the other way.

Meet Obed’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Obed counts on — and how they work together to support you.
Kristen Cordell

Kristen Cordell

Wealth Advisor, Retirement Plans

What Obed Says

I enjoy collaborating with Kristen to provide great service to our clients. I like to understand her needs so I can support her effectively.

Courtney Foley

Courtney Foley

Sr. Retirement Plan Manager

What Obed Says

Courtney is a great manager and very knowledgeable about retirement plans. It’s a pleasure working with her and helping whenever I can.

Lori (Lo) M. Fellows

Lori (Lo) M. Fellows

Director, Retirement Plan Operations

What Obed Says

Lo is an inspiration, and I enjoy learning from her. She has impressive experience and expertise.

Ready to learn more?

Mercer Advisors Team