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: Houston

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Fernando Baday

Client Service Specialist

Isaiah Awe

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

Valerie Glueck

Relationship Manager

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

Glen Minton

Glen Minton, CFP®

Sr. Vice President

Austin, Houston, Covington, San Antonio, League City, Sugar Land, The Woodlands

Maureen Enem

Client Development Associate

Clifford (Cliff) Balgos

Financial Planner

Daniel Lime, CFP®

Sr. Financial Planner

Ernest Neeley, CFP®, MBA

Manager, Sr. Financial Planner

Monica Hernandez

Financial Planner

Austin, Houston

William Flanders

Financial Planner

Austin, Houston

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

Obed Garcia

Retirement Plan Specialist

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Mercer Advisors Team

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