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.

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 PLANNER^TM 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.

Glen began his career in financial services in 2005. After starting at Morgan Stanley in La Jolla, CA, Glen was recruited to Fidelity Investments where he excelled as a top performer to Vice President Financial Consultant. There he worked with affluent clients and business entities to build sophisticated strategies around investments, retirement planning, income protection, and asset protection. A native Texan, Glen served in the medical field of the U.S. Navy. Glen graduated from San Diego State University with a Bachelor of Science in Business Administration and holds the FINRA Series 65 License. He and his wife Kalani enjoy traveling, date nights, and being active with their two children.

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.

David has leveraged 15 years of wealth management experience to partner with clients to achieve their goals. Prior to joining Mercer Advisors, he was co-owner, a portfolio manager, and Chief Compliance Officer at Republic Wealth Advisors. David has been interviewed and quoted by CNNMoney.com, Kiplinger’s, Bloomberg BusinessWeek, and foreign language media in Asia and Europe. He attended The University of Texas at Austin, graduating with a Bachelor of Business Administration in Finance with Honors. David devotes time outside of the office to several philanthropic causes, including serving in a national leadership role for the Jewish National Fund. David lives in Houston, Texas with his wife and twin daughters. He enjoys traveling, especially Colorado mountain getaways with his family.

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 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 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 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 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.

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.

Heather joined Kanaly in 2017 and has 15 years of coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Her career began with Deloitte in Houston, Texas. Prior to joining Kanaly, Heather worked as a senior consultant for a boutique wealth management and tax advisory firm in Austin, Texas, where she focused on planning needs for high-net-worth individuals and their closely-held entities. Heather is a graduate of The University of Texas at Austin and holds a Master of Professional Accounting in Taxation, a Bachelor of Business Administration in Accounting, and a Bachelor of Arts in Plan II Honors.