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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Dallas - Park Cities

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 - Park Cities area

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

Rob Cox

Sr. Wealth Advisor, Director

Rob Cox

Rob Cox

Sr. Wealth Advisor, Director

CFP®, CDFA®

rcox@merceradvisors.com

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.

Chris Young

Sr. Wealth Advisor

Chris Young

Chris Young

Sr. Wealth Advisor

CFP®, CPWA®, AEP®

cyoung@merceradvisors.com

Chris provides guidance to his clients, including physicians, lawyers, dentists, business owners, and high net worth individuals, as they experience major life transitions, such as marriage, divorce, and sale of a business or dissolution of a partnership. He received his Bachelor’s degree from the University of Texas. Chris began his Wealth Management career in 1993 when he joined Quest Capital Management. He was named partner in 2005. Chris’ holistic approach and long-term relationships with his clients have led to working with multiple generations of the same family. Chris married his college sweetheart, Amy. They live in Plano with their three children. Chris enjoys traveling and working on his golf game, as well as coaching his son’s competitive soccer team.

Carl Kunhardt

Sr. Wealth Advisor

Carl Kunhardt

Carl Kunhardt

Sr. Wealth Advisor

CFP®, CIMA®, AEP®

ckunhardt@merceradvisors.com

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

Chandler Ferguson

Sr. Wealth Advisor

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

Kalita Blessing

Sr. Wealth Advisor

CFP®, CAP®, AEP®, CSRIC™

kblessing@merceradvisors.com

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

Connor Thomas

Associate Wealth Advisor

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

Jackie Schlup

Associate Wealth Advisor

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

Clay Evans

Associate Wealth Advisor

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.

Kyndal Howard

Financial Planner

Kyndal Howard

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.

Charlene Miller

Sr. Client Service Specialist

Charlene Miller

Charlene Miller

Sr. Client Service Specialist

Charlene’s extensive experience in the financial services industry and her attention to detailed enable her to provide a high level of service to her team’s clients. She received a Bachelor’s degree from the University of North Texas. Charlene joined Quest Capital Management in Dallas, Texas in 2015 and has over 30 years of experience in the financial services industry. She is the first point of contact for all areas of client service and account management including appointment scheduling and money movement requests. Charlene lives in Carrollton with her husband and has a daughter who lives in Dallas. She enjoys walking, gardening, cooking and spending time with family and friends.

Marla Barnard

Sr. Client Service Specialist

Marla Barnard

Marla Barnard

Sr. Client Service Specialist

Marla focuses on providing exceptional client service and offering outstanding administrative support to her team. She began her career in financial services in 1992 at an institutional brokerage firm. She then transitioned to LPL Financial where she held a variety of client service roles. Marla joined Quest Capital Management in Dallas, Texas in 2007 where she served as Senior Registered Client Associate. She serves as the first point of contact for clients and works to support her team with a wide range of client support activities. Outside of the office, Marla enjoys being outdoors, taking trips to the beach and spending time with friends and family.

Meg O’Brien

Client Service Specialist

Meg O’Brien

Meg O’Brien

Client Service Specialist

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.

See our entire team

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.