Meet Heather
Heather is a Sr. Wealth Advisor based in Houston, Texas. She joined Mercer Advisors in 2017 through the acquisition of Kanaly Trust Company. After beginning at Deloitte in 2001, her career evolved to include coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Heather is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant, an Accredited Estate Planner®, and a Certified Trust and Fiduciary Advisor. She earned a MPA degree in taxation, a BBA degree in accounting, and a B.A. degree in the Plan II Honors Program, Senior Honors Thesis: The Marriage Tax Penalty, all from The University of Texas at Austin.
Heather’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, Heather 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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
Her working style
Heather’s working style is grounded in creating space for clients to speak openly and with vulnerability. She aims to be a competent, calming presence in their lives, earning trust through responsiveness and a genuine commitment to understanding each family’s distinct circumstances.
Heather in real life
What’s one thing you are surprisingly good at?
I seem to have a knack for picking hotels.
What keeps you busy outside of work?
I love spending time with my family, cooking, swimming, reading, and travel.
Why do you like working at Mercer Advisors?
I value working for a firm that is client-focused. I appreciate that Mercer Advisors recognizes the importance of thoughtful, comprehensive planning. I’m able to draw on my background in tax and estate planning while focusing on the broader financial planning needs of our clients.
Heather’s snapshots
Meet Heather’s Teammates
Drew Kanaly
Sr. Wealth Advisor
What Heather Says
Drew keeps the focus on the big picture, whether that is estate planning, markets, or a financial planning outcome. His advice is always grounded in practicality, and in helping steer clients to their true concerns.
Steven Elliott
Tax Director
What Heather Says
Steve is an experienced CPA who is always available for questions. He takes the time to help make sure advisors understand his guidance, and he is never too busy to help.
Susan Travis
Partner, Regis Group
What Heather Says
Over the years, Susan has demonstrated a “client first” mentality. She has shown me that relationships are first, among everything. I appreciate her supportive leadership and guidance.
David H. Levy
Managing Partner
What Heather Says
Above all, David illustrates the value of being reliable and responsive, in addition to being knowledgeable. His clients have great trust in him, and it is well-earned.
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