We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
David H. Levy
Sr. Wealth Advisor, Director
David H. Levy
Sr. Wealth Advisor, Director
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 Sauer
Wealth Advisor, Director
Dane Sauer
Wealth Advisor, Director
Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal Finance in 2015. He is passionate about helping families identify their financial goals and creating a legacy that lasts for many generations. Over the past several years, Dane has engineered sophisticated financial forecasts to successfully navigate families through specific challenges and to provide them financial well-being. Dane holds the FINRA Series 65 license. While attending college, he was a captain of the baseball team. He also gained valuable leadership and mentoring experience through his volunteer work with Habitat for Humanity and Big Brothers/Big Sisters.
Joel Lange
Sr. Wealth Advisor
Joel Lange
Sr. Wealth Advisor
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 Rowley
Sr. Wealth Advisor
Laura Rowley
Sr. Wealth Advisor
CFP®, CTFA
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.
Dean R. Murray
Sr. Wealth Advisor
Dean R. Murray
Sr. Wealth Advisor
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 Kacal
Sr. Wealth Advisor
Jeff Kacal
Sr. Wealth Advisor
CFP®, CTFA
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.
Rebekah Burns
Wealth Advisor
Rebekah Burns
Wealth Advisor
CFP®, ChFC®
Rebekah always knew that she wanted to help people. She started her career in the financial services industry in 2010 and finds the most rewarding part of her job is building relationships with clients and helping them navigate important financial decisions through comprehensive financial planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management where she moved up in the company while earning her CERTIFIED FINANCIAL PLANNERTM certification. Rebekah graduated with honors from the University of Texas at Austin with a Bachelor's degree in Sociology and went on to get her Master's degree in Management Information Systems from the University of Houston - Clear Lake. She enjoys traveling, participating in 5ks, and spending time with her husband and son.
Bobby Arenivas
Wealth Advisor
Bobby Arenivas
Wealth Advisor
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.
Heather Jenkins Capps
Wealth Advisor
Heather Jenkins Capps
Wealth Advisor
CFP®, CPA, CTFA
Heather joined Kanaly in 2017 and has 15 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 Kanaly, 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 Plan II Honors.
Zeke Aviles
Associate Wealth Advisor
Zeke Aviles
Associate Wealth Advisor
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.
William McNutt
Associate Wealth Advisor
William McNutt
Associate Wealth Advisor
CFP®, EA
Will is proud to serve as a fiduciary with over a decade of experience building tax-efficient financial plans for high-net worth families. He completed his CERTIFIED FINANCIAL PLANNER™ course work at Rice University, and is an enrolled agent (EA), which is the highest credential given by the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of financial planning as well as tax planning, Will designs retirement strategies that help minimize tax exposure. He believes in building strong relationships with honesty, integrity, and reliability to uncover each client's unique needs, and help them build a customized financial plan.
Adam Frinsco
Financial Planner
Adam Frinsco
Financial Planner
CFP®, ChSNC®
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) 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.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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