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: Sugar Land Location: Houston

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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

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

Clifford (Cliff) Balgos

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

Joshua Brookins, CPA

Tax Manager

Steven Elliott, CPA, MST

Director, Wealth Strategy — Tax Planning

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Mercer Advisors Team

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