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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Rockwall

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 Rockwall area

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

Susan Travis

Managing Director

Susan Travis

Susan Travis

Managing Director

CFP®, AEP®, CTFA

stravis@merceradvisors.com

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.

Jake Wedemeyer

Regional Vice President, Wealth Advisor

Jake Wedemeyer

Jake Wedemeyer

Regional Vice President, Wealth Advisor

Sam Hume

Regional Vice President, Wealth Advisor

Sam Hume

Sam Hume

Regional Vice President, Wealth Advisor

Sam focuses on helping our clients identify their specific financial objectives and implements customized strategies and comprehensive financial planning to help them reach their goals. As an undergraduate, Sam received a degree from the University of Southern Colorado where he was a four-year letter winner in track and field. He also holds a master’s degree from Northwestern State University in Natchitoches, Louisiana. Sam holds the Series 66 license as well as life and health insurance licenses. Born in Elkhart, Kansas and raised in southeastern Colorado, Sam enjoys spending time with family, watching his daughter play basketball and supporting TCU Athletics.

Aleesha Grimes

Sr. Client Service Specialist

Aleesha Grimes

Aleesha Grimes

Sr. Client Service Specialist

Anna Moseley

Client Service Specialist

Anna Moseley

Anna Moseley

Client Service Specialist

Derek DeMars

Client Service Specialist

Derek DeMars

Derek DeMars

Client Service Specialist

Derek is committed to ensuring clients' needs are met efficiently and that they feel personally cared for. Prior to joining Mercer Advisors in 2022, he spent five years working as a sales support specialist at LEAF Commercial Capital. With experience in customer service, administrative support, and education, Derek has a passion for clear communication, project follow-through, and teamwork. In his spare time, he can usually be found writing, digging into a challenging book, playing video games, adventuring outside with his two sons, Declan and Felix, or watching artsy films and cooking shows with his wife, Ainslee.

Matthew Moore

Client Service Specialist

Matthew Moore

Matthew Moore

Client Service Specialist

José Castañeda

Client Solutions Representative

José Castañeda

José Castañeda

Client Solutions Representative

José holds the FINRA Series 65 license and is an Investment Advisor Representative. He is a Candidate for CFP® certification. He graduated from the University of Colorado’s Leeds School of Business with a degree in Finance and joined Mercer Advisors shortly thereafter. José is intimately aware of the impact financial planning can have on your long-term goals. Besides being a member of the inaugural class to graduate with an option in Personal Financial Planning, during his first year in college he founded his own furniture moving company to help pay for his tuition expenses. José is married to his college sweetheart.

Anna Apodaca

Regional Vice President, Wealth Advisor, Director

Anna Apodaca

Anna Apodaca

Regional Vice President, Wealth Advisor, Director

Anna is committed to helping clients achieve their financial goals with a strong passion for the financial planning process and creating strategies alongside clients to help them retire with confidence. Throughout her career Anna has led national training and development programs for advisors and managers. Anna earned a B.A. from The University of Texas at Arlington in Political Science and is a CERTIFIED FINANCIAL PLANNER™ professional. She is happily married and has a daughter attending Louisiana State University. Anna has full professional proficiency in English and Spanish.

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.