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
Rob Cox
Sr. Wealth Advisor, Director
Rob Cox
Sr. Wealth Advisor, Director
CFP®, CIMA®
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.
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.
Chris Young
Sr. Wealth Advisor
Chris Young
Sr. Wealth Advisor
CFP®, CPWA®, AEP®
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.
Carl Kunhardt
Sr. Wealth Advisor
Carl Kunhardt
Sr. Wealth Advisor
CFP®, CIMA®, AEP®
Carl’s discipline and thoroughness, acquired as an officer and naval aviator in the US Marines, help him deliver strategic solutions that focus on building, managing, and preserving his clients’ wealth. Carl began his wealth management career in 1994 as a Personal Financial Planner with American Express Financial Advisors. Carl then joined Quest Capital Management in Dallas, Texas in 1997 where he became a Senior Partner and Senior Wealth Advisor. He works with professionals to develop investment strategies to help build and maintain wealth, provide income distribution solutions, and optimize estate planning. Carl is married and has two grown daughters who live in Dallas. He is a scuba Divemaster and an avid sailor and enjoys golf, underwater photography and playing his guitar(s).
Chandler Ferguson
Sr. Wealth Advisor
Chandler Ferguson
Sr. Wealth Advisor
CFP®, CIMA®
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 Blessing
Sr. Wealth Advisor
Kalita Blessing
Sr. Wealth Advisor
CFP®, CAP®, AEP®, CSRIC™
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 Thomas
Associate Wealth Advisor
Connor Thomas
Associate Wealth Advisor
CFP®, CSRIC™, CAP®
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 Schlup
Associate Wealth Advisor
Jackie Schlup
Associate Wealth Advisor
CFP®, CDFA®
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 Evans
Associate Wealth Advisor
Clay Evans
Associate Wealth Advisor
CFP®, CAP®
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.
Maggie Segrave
Financial Planner
Maggie Segrave
Financial Planner
Kyndal Howard
Financial Planner
Kyndal Howard
Financial Planner
Kyndal discovered her passion for financial planning when she served as a summer intern for Quest Capital Management in Dallas, Texas. After receiving her Bachelor’s degree from Texas Christian University, Kyndal joined Quest as a Client Service Associate in 2019. As a Client Service Specialist, she serves as first point of contact for all client service needs including scheduling appointments, preparing for client meetings, making changes to accounts, and handling money movement requests. She is currently a candidate for CERTIFIED FINANCIAL PLANNER™ certification. Kyndal is originally from Austin and enjoys traveling to beaches around the world. She also enjoys spending time with family and friends and playing soccer.
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.
with one of our talented wealth advisors who’ll help you connect all your financial dots
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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.
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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