Heather joined Mercer Advisors in 2017 as part of the Kanaly Trust acquisition. She has more than 22 years of coordinated financial, tax, estate, and retirement planning experience with high-net-worth clients. Her career began with Deloitte in Houston, Texas. Prior to joining Mercer Advisors, Heather worked as a senior consultant for a boutique wealth management and tax advisory firm in Austin, Texas, where she focused on planning needs for high-net-worth individuals and their closely held entities. Heather is a graduate of The University of Texas at Austin and holds a Master of Professional Accounting in taxation, a Bachelor of Business Administration in accounting, and a Bachelor of Arts in the Plan II Honors program.
Austin
901 S. MoPac Expy Barton Oaks Plaza 2, Suite 270 Austin, Texas 78746