Jenel enjoys designing and implementing solutions to help clients achieve their financial goals, focusing on delivering careful analysis coupled with superior service. She began her career in the financial services industry in 2007, where she worked for several regional and national firms prior to joining Mercer Advisors in 2022. Jenel holds a Bachelor of Business Administration in Accounting from the University of Houston-Downtown, where she graduated with highest distinction. She ran collegiate track and cross country and in her spare time enjoys running, hiking, traveling, cycling, and spending time with her Coton de Tulear Sir Lewis and her cat Keke, a Maine Coon mix. Jenel volunteers with 3rd Decade, a non-profit organization that provides financial education and mentoring for young adults.

Danielle offers over 12 years of investment experience, working in the financial service industry at large RIA firms and Broker Dealers like Washington Mutual, JP Morgan, and a local Houston Asset Management Firm. Danielle is passionate about high-quality and detailed customer service to support the team and Mercer Advisor clients. Danielle graduated with a B.A in Psychology from The University of Texas at San Antonio. During her spare time, Danielle and her husband enjoy traveling, the local theaters, reading and fitness.

Candace enjoys servicing her clients with outstanding customer service and offering exceptional administrative support to her team. She began her career in the financial services industry in 2015 at the Broker Dealer firm of Raymond James when she moved to Texas from Florida. Transitioning to Mercer Advisors in 2022, Candace has a deep understanding of her client support activities. As a Client Service Specialist, she works closely with clients to make sure their needs are met, often overseeing retirement rollovers and annuities. Candace received her Associates Degree from Gulf Coast State College in North Florida. Outside of the office, Candace enjoys hiking, camping, traveling, numerous volunteer work, and spending time with her three children.

Susan began her career in the financial services industry in 1987. Prior to joining Mercer Advisors, Susan was a Sr. Vice President and Trust Officer with Kanaly Trust Company in Houston since 1997. She also worked with firms in Ohio, Florida and Boston, MA. Susan specializes in multi-generational wealth management issues, in which she incorporates a variety of planning tools. She holds a Bachelor degree from State University of New York, a Trust Administration Certification from Bentley University in Boston and 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 Task Force and is past chair of the Multi-Disciplinary Teaming Committee. She continues to be a member of Houston Estate and Financial Forum (HEFF, past President) as well as the Houston Business and Estate Planning Council (HBEPC) and the Financial Planning Association (FPA). Susan currently serves as president of the board of her homeowners association. In her free time, she loves to spend time with her family and do various outdoor activities.

Glen began his career in financial services in 2005. After starting at Morgan Stanley in La Jolla, CA, Glen was recruited to Fidelity Investments where he excelled as a top performer to Vice President Financial Consultant. There he worked with affluent clients and business entities to build sophisticated strategies around investments, retirement planning, income protection, and asset protection. A native Texan, Glen served in the medical field of the U.S. Navy. Glen graduated from San Diego State University with a Bachelor of Science in Business Administration and holds the FINRA Series 65 License. He and his wife Kalani enjoy traveling, date nights, and being active with their two children.