Meet Chris
Chris is a Sr. Wealth Advisor based in Dallas, Texas. He joined Mercer Advisors in 2021 through the acquisition of Quest Capital Management where he began his wealth management career in 1993 and was named a partner in 2005. As second‑generation co‑owners, he and his five partners strengthened and expanded Quest, guiding it through economic transitions while helping families stay confident, resilient, and focused on achieving their long‑term financial goals. Chris studied mathematics at The University of Oklahoma and earned a B.S. degree, with honors, in business administration from the University of Texas-Dallas. He is a CERTIFIED FINANCIAL PLANNER® professional, Certified Private Wealth Advisor®, and Accredited Estate Planner ®.
Chris’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, Chris has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping dentists balance personal wealth goals with the demands of running a practice
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Chris’s working style is centered on guiding clients toward meaningful goals through thoughtful listening, transparency, and steady availability. He builds long‑term relationships by serving as a trusted partner and reliable sounding board, helping clients navigate decisions with clarity and confidence.
Chris in real life
What keeps you busy outside of work?
Spending time with my family, and playing soccer and golf.
How do you give back?
Giving back is part of who I am. I contribute through financial support, hands‑on involvement, and by teaching my children to value service, creating a lasting tradition of generosity and community impact.
What makes you tick?
What drives me is seeing clients gain clarity, confidence, and momentum toward their goals. I’m energized by guiding them through decisions, removing uncertainty, and celebrating the progress that helps transform their financial lives.
Chris’s snapshots
Meet Chris’s Teammates
Charlene Miller
Manager, Client Service
What Chris Says
Charlene’s attention to follow-up is unmatched. She provides proactive service that our client’s deserve.
Kyndal Andrews
Financial Planner
What Chris Says
Kyndal’s financial planning knowledge is such a valuable asset for helping our clients identify and achieve their goals.
Chandler Ferguson
Sr. Wealth Advisor
What Chris Says
Working with Chandler for over a decade has strengthened our partnership and elevated the guidance we provide to clients.
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