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
Carl Larimore
Sr. Wealth Advisor, Director
Carl Larimore
Sr. Wealth Advisor, Director
Carl began his career in the financial services industry in 2013. Prior to joining Mercer Advisors, he gained valuable experience as a financial advisor at Pegasus Advisors and as an associate financial planner at Baldwin & Associates. Carl enjoys helping his clients establish and achieve their financial planning goals, and in his free time enjoys coaching youth soccer and going to sporting events. He graduated from Angelo State University with a Bachelor of Business Administration degree and earned his Master of Science degree in Personal Financial Planning from Texas Tech University. Carl is a member of the Financial Planning Association and served as Committee Co-Chair of its Dallas Nexgen chapter from 2016-2018. He also holds the FINRA Series 65 License.
Patrick T. Moore
Wealth Advisor
Patrick T. Moore
Wealth Advisor
Pat utilizes more than 35 years of consulting and advisory experience to benefit his clients. His career has been marked by a common overarching theme – the passion for helping people succeed. He serves clients through holistic financial planning, formulating disciplined investment strategies, and providing proactive personal service. Pat graduated from Texas Tech University, receiving with Honors a Bachelor of Business Administration in Management and a Master’s Degree in Business Administration. While at Texas Tech, he was a four-year letterman and co-captain of the baseball team. Pat is a devoted community advocate and volunteer. He currently serves as the executive director of Good Sense, a personal finance ministry designed to help transform financial struggles into life-changing financial health and freedom. He has also worked extensively with non-profit organizations dedicated to permanently lifting families out of poverty. Pat also commits his efforts to community economic development projects. A long-time baseball and softball coach, he is past president of a youth baseball/softball organization and served as a volunteer assistant coach for Oklahoma Wesleyan University. He is also active in his church community. Pat and his wife, Rene, have two grown children.
Nicole Mosley
Financial Planner
Nicole Mosley
Financial Planner
CFP®, CDFA®
Nicole began her career in the financial services industry in 2005. Prior to joining Mercer Advisors, she held a variety of client service and operations positions. Nicole supports the Dallas team with her operations and service focused skillset to help clients achieve their economic freedom. Nicole holds a bachelor’s degree in Economics and Finance from the University of Texas at Dallas. She enjoys spending time with her family and traveling. Nicole is a CERTIFIED FINANCIAL PLANNERTM professional.
Danielle Frazier
Regional Service Manager
Danielle Frazier
Regional Service Manager
Danielle began her career in the financial services industry in 2005, working at large RIA firms such as Washington Mutual and JPMorgan and at a local asset management firm in Houston. She's passionate about providing high-quality, detailed customer service to support the Mercer Advisors team and its clients. Danielle graduated with a BA in psychology from the University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™ professional. She serves on the steering committee of the Mercer Advisors Diversity, Equity & Inclusion initiative and leads the financial literacy-community outreach division. She's also the partner-firm executive sponsor for 3rd Decade as well as a liaison to Junior Achievement. In her spare time, Danielle volunteers with Houston Dress for Success, offering financial literacy classes to veterans. She loves traveling with her husband, going to the theatre, and reading.
Midori Anderson
Client Service Specialist
Midori Anderson
Client Service Specialist
Susan Travis
Managing Director
Susan Travis
Managing Director
CFP®, AEP®, CTFA
Susan began her career in the financial services industry in 1987. Prior to joining Mercer Advisors, she was a Senior Vice President and Trust Officer at Kanaly Trust Company in Houston. She's also worked with firms in Ohio, Florida, and Boston. Susan specializes in multigenerational wealth management issues, using a variety of planning tools. She holds a bachelor's degree from State University of New York and a Trust Administration certificate from Bentley University in Boston, and she completed the National Graduate Trust School at Northwestern University in Chicago. Susan is on the board of directors for the National Association of Estate Planners & Councils (NAEPC), serves on the Accredited Estate Planner® Committee (AEP®), co-chairs the NAEPC Diversity, Inclusion and Equity Committee, and is past chair of the Multi-Disciplinary Teaming Committee. She's a past president and current member of the Houston Estate and Financial Forum as well as a member of the Houston Business and Estate Planning Council and the Financial Planning Association. Susan has also served as president of two homeowners' associations. In her free time, she loves doing various outdoor activities with her family.
Todd LaLuzerne
Regional Vice President
Todd LaLuzerne
Regional Vice President
Todd LaLuzerne began his financial services career in 2000 at Fidelity Investments. Prior to joining Mercer Advisors, he honed his client relationship and strategic investment solution skills in his roles as a financial advisor with A.G. Edwards, investment consultant and then branch manager at TD Ameritrade. Todd applies a solutions-based, value-enhancement approach to his work with both institutional and individual high-net-worth clients. He is passionate about delivering a comprehensive and cohesive wealth management experience. He received his undergraduate degree from Texas A&M University, holds the FINRA Series 66 License, and Accredited Asset Management Specialist designation from the College for Financial Planning.
Laura Thompson
Senior Regional Sales Associate, Manager
Laura Thompson
Senior Regional Sales Associate, Manager
Laura began her career in the financial services industry in 2004. Prior to joining Mercer Advisors, she helped manage a small Houston-based boutique wealth management firm that cleared through LPL Financial. She brings superior client service and organizational management skills to the firm. Laura's professional background allows her to develop and execute processes that enrich the client experience and help the Central Team grow. Laura holds the FINRA Series 65 license.
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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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