Rob’s experience in estate planning issues, generation planning, and trust design enable him to guide a cross generation of clients from Generation X to Baby Boomers as they transition through various stages in life. Rob is also a Certified Divorce Financial Analyst (CDFA®) and works with men and women who are “suddenly single.” Rob holds a Bachelor’s degree from the University of Oklahoma. He joined Quest Capital Management in Dallas, Texas in 1994 and was named Partner in 2012. Rob’s client base includes executives, business owners and professionals from a broad range of industries. He stresses the importance of committing to and following through with their investment objectives. Rob lives in Dallas with his wife and their three children. He enjoys sports, music, and Sooner football.

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.

Chris provides guidance to his clients--including physicians, lawyers, dentists, business owners, and high-net-worth individuals--as they navigate major life transitions, such as marriage, divorce, the sale of a business, or the dissolution of a partnership. Having graduated cum laude from the University of Texas-Dallas, he began his wealth management career in 1993, at Quest Capital Management (where he was named partner in 2005). His holistic approach has led Chris to develop multi generational family relationships with clients where he is entrusted with multiple accounts. Having married his college sweetheart, Chris lives in Plano, Texas, with his wife and their three children. He enjoys traveling, playing soccer, and working on his golf game.

Chandler has a passion for building lifelong relationships with clients including small business owners, doctors, and corporate executives. Chandler earned a Bachelor’s degree from the University of North Texas and began his wealth management career in 2003 when he joined Quest Capital Management. Throughout the years, Chandler served in multiple roles in the firm including Senior Wealth Advisor. He was named Partner in 2016. Chandler guides his clients through the complexities of the financial planning process to help them achieve their financial goals. He is an active alumnus in the North Texas Exes and continues to support “Mean Green” football. He and his wife, Shauna, and children live in Colleyville. He stays active by running and competing in 5Ks, 10Ks and half marathons.

Kalita has over 20 years of experience helping families manage and preserve their wealth, including helping clients realize their philanthropic goals. She strongly supports empowering women to better understand their financial affairs, especially when facing a transition in life. Kalita joined Quest Capital Management in 1993, was named Partner in 1999, and became President in 2010. A fifth-generation Texan and Dallas native, Kalita is an active member of professional and civic organizations in Dallas and has a passion for giving back to the community through philanthropy. Kalita lives in Dallas with her husband, Edward, and enjoys playing tennis and traveling.

Connor values the frequent communications that she has with clients to help her collect the relevant financial information that is needed to produce and update their financial plans. She earned a Bachelor’s degree from Sewanee: The University Of The South. Connor began her wealth management career in 2015 when she joined Quest Capital Management in Dallas, Texas as a Client Service Associate. She was named Paraplanner in 2017 and then Associate Planner in 2019. Connor enjoys assisting clients and working with her team to prepare for client meetings and research financial planning opportunities. She is a member of the Financial Planning Association, Dallas Estate Planning Council, and The Hockaday School Alumnae Association. Connor enjoys playing tennis, traveling, and spending time with her family and friends.

Jackie enjoys the collaborative nature of financial planning and focuses her efforts on providing holistic financial planning for her clients. She holds both a Bachelor’s degree and a Master’s degree from Kansas State University. Jackie began her career in the wealth management industry in 2012 as a financial advisor at Edward Jones. She joined Quest Capital Management in 2020 after relocating to Dallas, Texas and served as the point of contact for financial planning including goal planning, risk management, tax planning, retirement benefits, and asset allocation. Jackie works closely with clients to determine their aspirations for retirement and helps them create an actionable plan to achieve their goals. She is an obstacle course racer and spends her weekends hiking and trail running.

Clay works closely with individuals and families to guide them through the financial planning process to help them recognize and achieve their personal and financial goals. Clay holds a Bachelor’s degree from Texas A&M University. He began his financial services career in 2016 with Fidelity Investments where he held various relationship management and client service roles. Clay joined Quest Capital Management in Dallas, Texas in 2020 where he served as the point of contact for goal planning, risk management, tax planning and retirement benefits. Clay serves on the Boards of Governors for the Dallas Estate Planning Council. In his spare time, he enjoys spending time with his friends and family and is working to master the game of golf.

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.

Maggie's analytical mindset, attention to detail, and passion for helping others led her to a career in financial planning. Prior to Mercer Advisors, she spent three years as an investment research associate and client service representative at an RIA located in Dexter, Michigan. Maggie earned a bachelor of arts degree in finance and completed the Financial Planning & Wealth Management program at Michigan State University. In March 2023, she continued her education by attaining CERTIFIED FINANCIAL PLANNER™ certification. Originally from Saint Joseph, Maggie enjoys going back to visit the beaches along Lake Michigan. In her free time, she loves traveling, running, cooking, and being with family and friends.

Meg’s passion for working with clients to build a successful partnership began as a Client Success Partner at a research advisory firm for technical professionals. She began her career in financial services when she joined Mercer Advisors at the beginning of 2022. Meg graduated from Southern Methodist University with a Bachelor’s degree in English and Philosophy. She is excited to begin working at Mercer Advisors and helping clients achieve their financial goals. In her free time, Meg enjoys reading, baking, and spending time with friends and family.

Rebecca is excited to be able to combine her interest in financial services with an opportunity to provide meaningful service to clients. She received a Bachelor’s degree with a concentration in financial planning from Virginia Tech in 2021 and joined Quest Capital Management in Dallas, Texas shortly thereafter. As a Client Service Specialist, she serves as the first point of contact for clients. In her free time, Rebecca enjoys traveling, snorkeling, and watching movies.