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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Dallas - Fort Worth

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 Dallas - Fort Worth 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

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.

Christopher Currin

Sr. Wealth Advisor

Christopher Currin

Christopher Currin

Sr. Wealth Advisor

Chris began his financial services career in 1984 and has been providing comprehensive wealth management to his clients since 2000. Prior to joining Mercer Advisors, he served as president and founder of Pegasus Advisors. Chris' areas of interest and expertise include tax management, investment management, and retirement income and distribution planning. He also has a deep affinity for creating customized financial plans to meet the unique needs of individuals with disabilities. Chris earned his Liberal Arts degree from St. John's College. He is a founding member of the Alliance of Comprehensive Planners. He is an eight-time winner of the Five Star Professional Wealth Manager award.*


*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,039 Dallas/Fort Worth-region wealth managers were considered for the award; 330 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,007 considered, 323 winners; 2020: 4,374 considered, 335 winners; 2019: 3,899 considered, 393 winners; 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners. These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

Jordan Cowart

Wealth Advisor

Jordan Cowart

Jordan Cowart

Wealth Advisor

Jordan believes setting goals is the key to a successful future and he enjoys helping his clients identify what they are passionate about. He began his financial services career in 2015 in the insurance industry. Later, he joined a fee only RIA in Dallas, where he helped manage the firms ultra-high-net-worth and family office clients. This experience helped Jordan develop a firm understanding of complex estate and legacy planning strategies. Jordan graduated from Oklahoma State University with a finance degree. He is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. Jordan has held leadership positions with the Dallas Estate Planning Council and previously served on the board of the Financial Planning Association Dallas/Fort Worth. Jordan is married and has a Bernedoodle puppy. He enjoys traveling, watching sports, going to concerts, and rock climbing.

Midori Anderson

Client Service Specialist

Midori Anderson

Midori Anderson

Client Service Specialist

Charlene Jones

Client Service Specialist

Charlene Jones

Charlene Jones

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, 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.

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.

Geoff Nelson

Regional Vice President

Geoff Nelson

Geoff Nelson

Regional Vice President

Geoff began his financial services career in 2003 with Fidelity Investments, winning multiple President Circle awards, educating groups and individuals within the University of California network. Geoff holds a dual major bachelor’s degree from Utah State University in Finance/Economics, with a minor in Spanish. He holds an MBA from the University of California-Davis, in addition to a CERTIFIED FINANCIAL PLANNERTM certification. In his free time Geoff is an avid traveler, tennis player and volunteers for the Big Brother Big Sister organization and the Lone Star Boxer Dog Rescue.

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.

Nicole Mosley

Financial Planner

Nicole Mosley

Nicole Mosley

Financial Planner

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.

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.


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.