Mercer Advisors

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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Role: Executives
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Catherine Franklin headshot

Catherine Franklin

Financial Planner

Houston

Cathy Hoang

Lead Portfolio Operations Specialist
Cathy Miller

Cathy Miller, MBA, CFP®, CDFA®, CRPS®

Sr. Wealth Advisor, Sr. Director

Atlanta

Cecilia Gutierrez headshot

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Celicia Smith

Sr. Client Service Specialist

Boston – West

Chad Staksal

Chad Staskal, CFP®

Sr. Wealth Advisor I

Bend

Chanelle Van Pelt

Chanelle Van Pelt

Sr. Financial Planner

Charles Mardock

Account Operations Specialist
Chayla Moore - Client Service Specialist

Chayla Moore

Client Service Specialist

Houston

Chelsy Nikolish headshot

Chelsy Nikolish

Sr. Client Service Specialist

Ames

Cherice Bradley

Sr. Client Service Specialist

Scottsdale

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A couple talking with their advisor about HSA funds
Insights

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October 16, 2025

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What To Do When Your IPO Lockup Expires

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