Since 2006, David has supported clients in many capacities to help them build unified wealth plans for realizing their goals. At Mercer Advisors, he advises high-net-worth clients as part of the Ascend group; and serves on the Tax Advisory Council and steering committee for our advisory platform. David was previously a co-owner of Republic Wealth Advisors, as well as a portfolio manager and chief compliance officer. David graduated with a bachelor of business administration with honors from The University of Texas at Austin and received his MBA from Rice University. He serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters and enjoys vacationing on the slopes of Colorado’s mountains.

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.

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.

Ernie enjoys a highly personal and collaborative approach when working with his clients. He began his career in wealth management in 2006 at Fidelity Investments delivering guidance and expertise to plan participants. Over time, Ernie’s career pivoted to incorporate more holistic planning services, allowing him to deliver enhanced comprehensive solutions to his clients. Prior to joining Mercer Advisors, Ernie worked at Personal Capital Advisors providing technology-driven, holistic financial planning solutions to high net worth clients. He graduated from the University of North Texas with a Masters degree in Business Administration Finance and also has a Bachelor of Arts in Spanish literature from the University of North Texas. Ernie is a CERTIFIED FINANCIAL PLANNER™ professional. He and his husband enjoy traveling and walking their two dogs.

Zeke joined Mercer Advisors in 2021. His prior experience was as a financial advisor for a boutique wealth management firm that originated from a CPA practice, allowing him to receive extensive exposure to tax planning and filing. Zeke has a special interest in executive compensation and is pursuing a designation in that field. He holds a bachelor of business administration in economics from the University of Texas Pan- American and a M.S. in personal financial planning from Texas Tech University. He is a CFP® professional. Zeke is fluent in Spanish and learning Farsi. He enjoys being a mock-tour guide for visiting friends and family; being a U.S. history buff; going to the gym and local comedy clubs; and watching his Dallas Cowboys and San Antonio Spurs.

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.

Heather joined Mercer Advisors in 2017 as part of the Kanaly Trust acquisition. She has more than 22 years of coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Her career began with Deloitte in Houston, Texas. Prior to joining Mercer Advisors, Heather worked as a senior consultant for a boutique wealth management and tax advisory firm in Austin, Texas, where she focused on planning needs for high-net-worth individuals and their closely held entities. Heather is a graduate of The University of Texas at Austin and holds a Master of Professional Accounting in taxation, a Bachelor of Business Administration in accounting, and a Bachelor of Arts in the Plan II Honors program.

Monica began her financial services career in 2020. She earned a bachelor of business administration in finance from the University of Houston with a focus on risk management and insurance. Monica provides essential financial planning assistance for our local wealth management teams. She showcases her contributions by delivering uniform quality analyses for Mercer Advisors. Outside of the office, Monica enjoys taking in all that her native Houston has to offer. She loves to travel and relishes her time spent with family and friends, even the furry kinds.