Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.

Meet Your Houston Team

Our Houston advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including CERTIFIED FINANCIAL PLANNERS™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Financial Advisors in Houston

Meet Your Houston Team

Greg Alger

Greg Alger

Unique Asset Manager

Bobby Arenivas

Bobby Arenivas

Associate Advisor

Rebekah Burns

Rebekah Burns

Financial Planner

Heather Jenkins Capps

Heather Jenkins Capps

Associate Advisor

Andrew Crim

Andrew Crim

Associate Planner

Laura Dominguez

Laura Dominguez

Client Associate

Stephanie Fernandes

Stephanie Fernandes

Financial Planner

Danielle Frazier

Danielle Frazier

Client Associate

Chris Graf

Chris Graf

Regional Vice President

Frederick M. Hanish

Frederick M. Hanish

Client Advisor

Catherine Heimer

Catherine Heimer

Client Associate

Carlos Hernandez

Carlos Hernandez

Financial Planner

Peter Ip

Peter Ip

Client Advisor

Rodney James

Rodney James

Client Advisor

Jeff Kacal

Jeff Kacal

Client Advisor

Drew Kanaly

Drew Kanaly

Client Advisor and Chairman Emeritus Kanaly Trust

David H. Levy

David H. Levy

Client Advisor

William McNutt

William McNutt

Financial Planner

Glen Minton

Glen Minton

Regional Vice President

Sandra Mitchell

Sandra Mitchell

Client Associate

Susan Monaghan

Susan Monaghan

Financial Planner

Laura Rowley

Laura Rowley

Client Advisor

James Telfer

James Telfer

Client Associate

Laura Thompson

Laura Thompson

Regional Sales Associate

Susan Travis

Susan Travis

Client Advisor and Branch Manager

Gary Williams

Gary Williams

Client Advisor

Talk to Us.

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