Meet Chandler
Chandler is a Sr. Wealth Advisor based in Dallas, Texas. He joined Mercer Advisors in 2021 through the acquisition of Quest Capital Management where, over a 21-year period, he advanced to Partner and Wealth Advisor. Chandler earned a BBA in economics from the University of North Texas. He is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst.
Chandler’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, Chandler has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Advising physicians with insurance, debt, and investment strategies
His working style
Chandler is collaborative, tenacious, and results-driven. He understands how his fiduciary role helps his clients.
Chandler in real life
What keeps you busy outside of work?
My children first and foremost. I also enjoy cycling and reading.
What makes you tick?
My family. Professionally, I believe in prioritizing service to others and I find joy helping them succeed.
How do you give back?
Our charitable causes support educational institutions and underprivileged children.
Meet Chandler’s Teammates
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