Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Austin Location: Houston Location: Covington Location: San Antonio Location: League City Location: Sugar Land Location: The Woodlands Location: Starkville

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David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio, New Orleans – Metairie

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Principal

Austin, San Antonio

Nick Lyons, CFP®

Principal

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Covington, Houston, League City, The Woodlands

Adam Frinsco, CFP®, CMT, ChSNC®

Sr. Wealth Advisor

Austin, Houston

Catherine Franklin

Associate Wealth Advisor

Dale Hawthorne

Dale Hawthorne

Wealth Advisor

Houston, League City

D Murray

Dean R. Murray, CFA

Sr. Wealth Advisor

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Heather Jenkins Capps

Heather Ford, CFP®, CPA, CTFA, AEP®

Sr. Wealth Advisor

Austin, Houston

Jeff Kacal, CFP®

Sr. Wealth Advisor

Houston, Sugar Land

Joel Lange

Joel Lange, CFA®, MBA

Sr. Wealth Advisor

Laura Rowley, CFP®, CTFA®

Sr. Wealth Advisor

Nnamdi Odi, CFP^®, MBA

Sr. Wealth Advisor

Rebekah Burns

Rebekah Burns, MS, CFP®, ChFC®, CDFA®

Sr. Wealth Advisor

Austin, Houston, League City, The Woodlands, Sugar Land

Robert Reed, Jr., CFP^®

Sr. Wealth Advisor

Sydney Hacker, CFP®

Wealth Advisor

Dallas – Park Cities, Houston, Rockwall

Tim Moore, CFP®

Wealth Advisor

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William McNutt

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

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Mercer Advisors Team

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