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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Anna Apodaca, CFP®, CDFA®

Partner

Rockwall, Dallas – Park Cities, Fort Worth – Colleyville, Plano, New Orleans – Metairie

Nick Lyons, CFP®

Principal

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Partner, Regis Group

Austin, Houston, League City, The Woodlands

Caleb Brasel, MBA

Regional Vice President

Geoff Nelson

Geoff Nelson, MBA, CFP®

Regional Vice President

Houston, Austin, San Antonio

Jordan Holland, CFP®

Regional Vice President

Sugar Land, Houston

Stephanie Fernandes, CFP®

Regional Vice President

Amy Ruffing

Manager, Client Service

Austin, Houston

Brittnae Lacy

Client Service Specialist

Austin, Dallas – Park Cities, Houston

Candace Davis

Sr. Client Service Specialist

Cecilia Gutierrez

Sr. Client Service Specialist

Austin, Houston

Cynthia Cagle

Relationship Manager

Fernando Baday

Client Service Specialist

Isaiah Awe

Client Service Specialist

Jessica Rowe

Jessica Rowe

Sr. Client Service Specialist

Kelly Turner

Sr. Manager, Client Service

Laura Thompson

Sr. Director, Client Development

Austin, Bartlesville, Dallas – Park Cities, Houston, Ponca City, Covington

Lenda Sandoval

Manager, Client Service

Melissa Patenaude

Relationship Manager

Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

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Mercer Advisors Team

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