Meet Kate
Kate joined Mercer Advisors in 2025 as a Sr. Client Service Specialist through the acquisition of Full Sail Capital in Oklahoma City, where she also served in a client service role. She began her career in the financial services industry in 2011 at INTRUST Bank. Kate is passionate about creating meaningful connections with clients and being a trusted resource on which they can rely. She earned a BBA from the University of Central Oklahoma.
Her working style
Kate is a client-focused professional known for clear, empathetic, and solution-oriented communication. She builds strong relationships by understanding client needs, resolving issues efficiently, and helping to ensure a streamlined service experience. Her organized, proactive approach and cross-functional knowledge help her deliver consistent, high-quality support that drives client satisfaction and loyalty.
Kate in real life
What keeps you busy outside of work?
Outside of work, I stay busy with my husband and daughter — they keep life full and fun! Whether it’s family activities, school events, or just spending quality time together, they’re a big part of my world and help me stay grounded and energized.
What makes you tick?
Helping people and solving problems. I thrive on clear, meaningful communication and love turning challenges into opportunities to deliver great service. Whether it’s supporting clients, collaborating with colleagues, or streamlining a process, I’m energized by making a positive impact and seeing results.
Any words you try to live by?
Working hard for something we don’t care about is called stress; working hard for something we love is called passion.
Meet Kate’s Teammates
Kayti Junell
Client Service Specialist
What Kate Says
Collaborating with Kayti allows us to streamline communication, share valuable insights, and stay aligned — resulting in quicker resolutions and stronger outcomes for our clients.
David Stanley
Sr. Wealth Advisor
What Kate Says
Working with David is the highlight of my day. We share a strong commitment to delivering the best outcomes for our clients, and our collaboration helps make the process more efficient, consistent, and rewarding for the clients we serve.
Ready to learn more?
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