Meet Catherine
Catherine is an Associate Wealth Advisor based in Houston, Texas. She joined Mercer Advisors in 2018 with more than 10 years of financial services experience. Before advancing to her current role, she served in a financial planning capacity where she developed and executed comprehensive wealth management strategies tailored to high-net-worth and ultra-high-net-worth families. Catherine graduated from Brigham Young University-Idaho with a degree in applied business management and holds the FINRA Series 65 license.
Catherine’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Catherine has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Catherine takes the time to understand what truly matters to you. She’s easy to talk to and able to provide transparency and clarity as we navigate the complexities of your financial portfolio. She believes the best decisions come from thoughtful conversations and a shared sense of direction.
Catherine in real life
What makes you tick?
What drives me is rooted in the example my parents set. My father worked two jobs while earning his civil engineering degree at Texas A&M and my parents raised three children with unwavering dedication and love. I watched them sacrifice to build a life they believed in — and now, I get to witness the peace they’ve earned in retirement. That experience shaped how I listen, how I guide, and how I connect. I’ve learned that meaningful conversations often happen between people who see the world differently. That’s where I thrive: in understanding, in bridging perspectives, and in helping others build toward their own version of a well-lived life.
Any words you try to live by?
“Go forward in life with a twinkle in your eye and a smile on your face, but with great and strong purpose in your heart.” – Gordon B. Hinckley. The quote reminds me to lead with optimism, but never without intention. I strive to bring warmth and clarity into every interaction, while staying deeply focused on helping others build something meaningful. Purpose, to me, is the quiet force behind every smart decision.
How do you give back?
Giving back is a meaningful part of my life. I’m actively involved in my church’s youth program where I mentor and support young people as they grow in confidence and character. I also volunteer with Northwest Assistance Ministries and Deseret Industries — two organizations that serve our community with compassion and purpose. These experiences keep me grounded, grateful, and connected to what truly matters.
Catherine’s snapshots
Meet Catherine’s Teammates
Susan Travis
Managing Director
What Catherine Says
Working alongside Susan is both inspiring and energizing. Her insight and experience elevate every conversation, and together we bring a thoughtful, strategic approach that puts our clients’ goals at the center. It’s a collaboration built on trust, shared values, and a commitment to helping clients thrive.
Rebekah Burns
Sr. Wealth Advisor
What Catherine Says
Becky has a gift for breaking down complex topics and is always generous with her knowledge. Her collaborative spirit strengthens our entire team. She makes excellence feel effortless.
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