Since 2006, David has supported financial clients in many capacities, helping them build unified wealth plans to realize their goals. At Mercer Advisors, he serves on the Insurance Committee, is a member of the Ascend Group, and advises high-net-worth clients. Prior to joining Mercer Advisors, David was a co-owner at Republic Wealth Advisors, where he was also a portfolio manager and chief compliance officer. David attended The University of Texas at Austin, graduating with a bachelor of business administration in finance with honors, and is currently earning an MBA at Rice University. He also serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters, and he enjoys vacationing on the slopes of Colorado's mountains.

Dane is passionate about helping families identify their financial goals and providing financial confidence. He has a bachelor of science degree in finance with a concentration in personal finance from Eastern Illinois University, and a master of business administration degree from Rice University. He's also a licensed financial advisor (FINRA Series 65) and is a CERTIFIED FINANCIAL PLANNER™ professional. Dane has extensive experience with a multitude of complex family situations. He recently helped launch Wealth Path, which allows Mercer Advisors to provide financial planning to more families. Dane is a strong advocate for financial literacy and education and believes that everyone should have access to the information and resources they need for making sound financial decisions. He volunteers with 3rd Decade, which provides financial mentorship for young adults. Dane also enjoys spending time with his family, playing golf, and traveling.

Joel began his career in the financial services industry in 1987, primarily managing money for bank trust companies until joining Bell Wealth Management in 2010. Since then, he has been working with individuals and families to help create effective investment plans that are efficiently designed to achieve long-term goals. His primary areas of expertise include comprehensive financial planning, investment management and trusts. Joel is a graduate of Valparaiso University (B.S., Finance) and Washington University in St. Louis (MBA). He also holds the FINRA Series 65 license and is a member of the CFA Society of Austin. Joel lives in Austin with his wife, Sandra, and their three children.

Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.

Prior to joining Mercer Advisors, Inc., Dean began his financial services career in 1999 working directly with individuals, families, trusts, foundations and corporate retirement plans after founding Murray & Co. Asset Management, Ltd. Prior to that, he was the Chief Investment Officer and Executive Director of the multi billion dollar Texas Permanent School Fund, one of the largest public educational endowments in the U.S. Dean’s career in the financial industry includes working for Dean Witter Reynolds, a major New York broker/dealer, American Bank in Austin, Texas and Southwestern Commercial Capital, a private lending and venture capital firm.

Dean holds a Bachelor’s degree in finance and a Master’s degree from the University of Texas at Austin, and has taught courses at both the undergraduate and graduate level in corporate finance, banking and portfolio management in the College of Business Administration at The University of Texas. Dean is a Chartered Financial Analyst charterholder, a member of the CFA Institute and the CFA Society of Austin. Dean has served and continues to serve on many non-profit organizations throughout Austin, Texas and is presently Chairman of the God of Hope Ministries. Lately, he has been achieving some long-distance bike rides throughout rural Texas. He also holds the FINRA Series 65 License.

Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 License and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.

Sean believes a customized financial plan is integral to long-term financial success, and he enjoys helping clients achieve their goals in a tax-efficient manner. He began his career in financial services at Salomon Smith Barney in 1999. Prior to joining Mercer Advisors, Sean gained valuable fiduciary experience at The Northern Trust as a personal Portfolio Manager for individual, family, and trust clients. He has a bachelor of science degree in finance from the University of New Orleans and is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Sean is a member of the CFA Society of Austin as well as the Financial Planning Association, and he holds the FINRA Series 65 license. He lives in Austin, is an avid road cyclist, and enjoys traveling.

Adam has developed a passion for proactive tax planning, technical analysis of financial markets, special needs planning, and simply getting to know clients on a personal level. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), member of the Houston Estate and Financial Forum (HEFF), a Chartered Market Technician® and a former Chairman of the Financial Planning Association (FPA) of Houston. When he's not working, Adam enjoys reading deeply into obscure subjects, being in nature and international travel. His wife and three kids keep him busy otherwise.

Zeke joined Mercer Advisors in 2021, as a member of the Financial Planning team in Austin. Prior to joining Mercer Advisors, Zeke served as a financial advisor for a small fee-only firm in San Antonio. He holds a Bachelor of Business Administration in Economics and a Master of Science in Personal Financial Planning from Texas Tech University. Zeke often entertains visiting friends and family as a mock-tour guide for Austin. He also enjoys going to the gym, the local comedy clubs, and watching his Dallas Cowboys and San Antonio Spurs whenever he gets a chance. He is a CERTIFIED FINANCIAL PLANNER™ professional and is fluent in Spanish.

Rebekah always knew that she wanted to help people. Her career in the financial services industry began in 2010, and she finds the most rewarding part of her job to be building relationships with clients and helping them navigate important financial decisions through comprehensive planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management, where she moved up while earning her CERTIFIED FINANCIAL PLANNER™ designation. She's also a Certified Divorce Financial Analyst® professional. Rebekah graduated with honors from the University of Texas at Austin, earning a bachelor's degree in sociology. She went on to get a master's degree in management information systems from the University of Houston-Clear Lake. Rebekah enjoys traveling, participating in 5Ks, and spending time with her husband and son.

Will, a seasoned fiduciary, leverages over a decade of experience to craft tax-efficient financial plans for High-Net-Worth Families. He completed his CERTIFIED FINANCIAL PLANNER™ coursework at Rice University and holds the prestigious title of an Enrolled Agent (EA) from the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of both financial and tax planning, Will designs retirement strategies to help minimize tax exposure. Recognized as a Five Star Wealth Manager and featured in Texas Monthly, the Wall Street Journal, and Fortune magazine's top 40 Under 40 Wealth Managers, he prioritizes building strong client relationships based on honesty, integrity, and reliability for tailored customized financial plans based on client needs.

Bobby started at Kanaly Trust in 2009 which later merged into Mercer Advisors. Bobby also has valuable experience from time at US Trust and Dowling & Yahnke, LLC. With each role, Bobby was able to build a strong foundation within the financial services industry to best leverage available resources to service client needs. Bobby has strengths in various aspects of personal finance, including financial planning, trust and estate services, investment management, and financial counseling. Bobby is a member of the Houston Estate and Financial Forum (HEFF). He has also been an active volunteer for the American Red Cross as well as the Navy Marine Corps Relief Society assisting military service members with financial needs. Bobby graduated with honors from Texas Tech University with a degree in Personal Financial Planning.