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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Bartlesville

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.

We’re built differently

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.

Meet our talented wealth advisors in the Bartlesville area

They’re here to help you connect all your financial dots

Carl Larimore

Sr. Wealth Advisor, Director

Carl Larimore

Carl Larimore

Sr. Wealth Advisor, Director

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 a 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, earned his Master of Science degree in Personal Financial Planning from Texas Tech University, and in 2023 received a Master's of Business Administration from Auburn University. Carl is a member of the Financial Planning Association, The Dallas Estate Planning Council, and the Texas Guardianship Association. He also holds the FINRA Series 65 License and is a CERTIFIED FINANCIAL PLANNER™ professional.

Patrick T. Moore

Wealth Advisor

Patrick T. Moore

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

Wealth Advisor

Nicole Mosley

Nicole Mosley

Wealth Advisor

Nicole strongly enjoys helping clients feel empowered on their path to financial freedom. She's a passionate advocate for financial literacy and believes that everyone should have access to the information and resources they need for making sound financial decisions. She joined Mercer Advisors in 2018 as part of our Dallas team. Nicole has a bachelor's degree in economics and finance from the University of Texas at Dallas. She's also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst® professional. When not actively putting together financial puzzle pieces, Nicole enjoys traveling, reading, and the outdoors.

Midori Anderson

Client Service Specialist

Midori Anderson

Midori Anderson

Client Service Specialist

Susan Travis

Managing Director

Susan Travis

Susan Travis

Managing Director

CFP®, AEP®, CTFA

stravis@merceradvisors.com

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

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

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.

Danielle Frazier

Sr. Manager, Client Service

Danielle Frazier

Danielle Frazier

Sr. Manager, Client Service

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.

We’ll team you up

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.



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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.