When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Houston

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 Houston area

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

Mark Cunningham

Sr. Wealth Advisor, Director

Mark Cunningham

Mark Cunningham

Sr. Wealth Advisor, Director

Mark has dedicated over three decades of his career to helping retirees and widowed persons navigate the wealth management challenges that come with a significant lifestyle change. His dedication and expertise have helped countless individuals and families achieve their financial goals and improve their quality of life. Mark’s education includes the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Colorado. He’s also a Certified Divorce Financial Analyst® professional. Mark holds a BBA in finance from the University of Houston-Downtown. In his free time, he enjoys being with his family, particularly at reunions. Mark is an avid fan of water sports and can often be found on the water with his wife, whom he’s been happily married to since 1984.

David H. Levy

Sr. Wealth Advisor, Director

David H. Levy

David H. Levy

Sr. Wealth Advisor, Director

Since 2006, David has supported clients in many capacities to help them build unified wealth plans for realizing their goals. At Mercer Advisors, he advises high-net-worth clients as part of the Ascend group; and serves on the Tax Advisory Council and steering committee for our advisory platform. David was previously a co-owner of Republic Wealth Advisors, as well as a portfolio manager and chief compliance officer. David graduated with a bachelor of business administration with honors from The University of Texas at Austin and received his MBA from Rice University. He serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters and enjoys vacationing on the slopes of Colorado’s mountains.

Gary Williams

Sr. Wealth Advisor

Gary Williams

Gary Williams

Sr. Wealth Advisor

Gary joined Kanaly in 1998 and has more than twenty-eight years of service in trust administration, investment management, and wealth advisory services. Before joining Kanaly, Gary worked as a Personal Trust Officer at Hancock Bank of Louisiana and Premier Bank (now Chase Bank) in Baton Rouge, Louisiana. Gary earned a Bachelor of Science degree in Management and Administration from Louisiana State University. He later completed the Texas Bankers Association Regional Trust School at Southern Methodist University and the Cannon Trust School. Gary is a member of the Financial Planning Association (FPA) and the Institute of Certified Bankers, and he is a member of the Board of Directors of the Houston Estate and Financial Forum (HEFF). In his personal time, Gary watches and participates in sports and is interested in travel, reading, and gardening.

Laura Rowley

Sr. Wealth Advisor

Laura Rowley

Laura Rowley

Sr. Wealth Advisor

Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.

Drew Kanaly

Sr. Wealth Advisor

Drew Kanaly

Drew Kanaly

Sr. Wealth Advisor

Drew joined Mercer Advisors through the Kanaly Trust acquisition where he was the chairman and CEO. He joined Kanaly in 1983 and has more than 35 years of experience in trust and investments. Drew specializes in investment management, charitable trusts, and family limited partnerships. He earned his BBA in Finance from the University of Houston. Drew is a member of the Mercer Advisors Investment Committee.

Peter Ip

Sr. Wealth Advisor

Peter Ip

Peter Ip

Sr. Wealth Advisor

Peter began his career in financial and trust services in 1986. He has been with Kanaly Trust since 1988. With his extensive knowledge and experience in wealth management, he actively engages in all aspects of financial planning and brings solutions to the table for the families he serves. He is a graduate of the University of Houston with a BBA in Finance, Peter also attended the Texas Regional Trust School at Southern Methodist University in Dallas, Texas, and the National Graduate Trust School at Northwestern University in Evanston, Illinois. Peter is a member of the Institute of Certified Financial Planners (ICFP), the Institute of Certified Bankers (ICB), Financial Planning Association – Houston Chapter (FPA), and the Houston Estate and Financial Forum (HEFF).

Jeff Kacal

Sr. Wealth Advisor

Jeff Kacal

Jeff Kacal

Sr. Wealth Advisor

Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 License and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.

Stephanie Fernandes

Wealth Advisor

Stephanie Fernandes

Stephanie Fernandes

Wealth Advisor

Stephanie joined Mercer Advisors in 2020 and has been in the financial services industry for almost a decade, helping a wide range of clients achieve Economic Freedom™. As a CERTIFIED FINANCIAL PLANNER™ professional, Stephanie enjoys partnering with clients to help them better understand money and achieve their financial goals. Although she considers herself an organized and methodical number cruncher, Stephanie is most passionate about client relationships and helping them connect the numbers to everyday life. Stephanie earned a bachelor’s degree in finance from St. Edward’s University in Austin, Texas. In her free time, she enjoys traveling with her husband and son, being physically active, and cooking.

Adam Frinsco

Wealth Advisor

Adam Frinsco

Adam Frinsco

Wealth Advisor

CFP®, ChSNC®, CMT

afrinsco@merceradvisors.com

Adam has developed a passion for proactive tax planning, technical analysis of financial markets, special needs planning, and simply getting to know clients on a personal level. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), member of the Houston Estate and Financial Forum (HEFF), a Chartered Market Technician® and a former Chairman of the Financial Planning Association (FPA) of Houston. When he’s not working, Adam enjoys reading deeply into obscure subjects, being in nature and international travel. His wife and three kids keep him busy otherwise.

Rebekah Burns

Wealth Advisor

Rebekah Burns

Rebekah Burns

Wealth Advisor

MS, CFP®, ChFC®, CDFA®

rburns@merceradvisors.com

Rebekah always knew that she wanted to help people. Her career in the financial services industry began in 2010, and she finds the most rewarding part of her job to be building relationships with clients and helping them navigate important financial decisions through comprehensive planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management, where she moved up while earning her CERTIFIED FINANCIAL PLANNER™ designation. She’s also a Certified Divorce Financial Analyst® professional. Rebekah graduated with honors from the University of Texas at Austin, earning a bachelor’s degree in sociology. She went on to get a master’s degree in management information systems from the University of Houston-Clear Lake. Rebekah enjoys traveling, participating in 5Ks, and spending time with her husband and son.

William McNutt

Wealth Advisor

William McNutt

William McNutt

Wealth Advisor

Will, a seasoned fiduciary, leverages over a decade of experience to craft tax-efficient financial plans for High-Net-Worth Families. He completed his CERTIFIED FINANCIAL PLANNER™ coursework at Rice University and holds the prestigious title of an Enrolled Agent (EA) from the IRS, focusing on tax rules, laws, and regulations. Grounded in the principles of both financial and tax planning, Will designs retirement strategies to help minimize tax exposure. Recognized as a Five Star Wealth Manager and featured in Texas Monthly, the Wall Street Journal, and Fortune magazine’s top 40 Under 40 Wealth Managers, he prioritizes building strong client relationships based on honesty, integrity, and reliability for tailored customized financial plans based on client needs.

*Disclosure

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, 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 or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

Bobby Arenivas

Wealth Advisor

Bobby Arenivas

Bobby Arenivas

Wealth Advisor

Bobby started at Kanaly Trust in 2009 which later merged into Mercer Advisors. Bobby also has valuable experience from time at US Trust and Dowling & Yahnke, LLC. With each role, Bobby was able to build a strong foundation within the financial services industry to best leverage available resources to service client needs. Bobby has strengths in various aspects of personal finance, including financial planning, trust and estate services, investment management, and financial counseling. Bobby is a member of the Houston Estate and Financial Forum (HEFF). He has also been an active volunteer for the American Red Cross as well as the Navy Marine Corps Relief Society assisting military service members with financial needs. Bobby graduated with honors from Texas Tech University with a degree in Personal Financial Planning.

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.



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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.

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