Meet Katherine
Katherine joined Mercer Advisors in 2025 when Full Sail Capital partnered with our firm. She previously was a Client Service Real Estate Associate at Trust Company of Oklahoma and Heritage Trust Company.
In 2011, Scott Cravens recruited Katherine to join him in the trust services industry, and she saw firsthand the powerful impact of helping families reach their financial goals. Katherine earned a B.S. in agriculture communications with a minor in economics from Oklahoma State University. She is a Chartered Advisor in Philanthropy®.
Her working style
Katherine believes in giving clients a responsive, thoughtful experience, rooted in a deep commitment to helping others reach their goals and pass on their legacy with confidence.
Katherine in real life
What keeps you busy outside of work?
My husband and I are always trying to keep up with our daughter Rylee and our dog Ellie. I love hosting friends for a dinner or game night. We love traveling and exploring new places and cheering on our Oklahoma State University Cowboys.
How do you give back?
I have been involved with the Junior League of Oklahoma City since 2011. The organization has opened doors to be able to work with numerous organizations throughout the community. I served on the board for the Red Bud Classic. My husband and I are also involved in our local church.
Favorite thing about where you live?
The Oklahoma Standard truly explains the community we have in Oklahoma. I love the small town feel of Oklahoma City. Oklahoma City has quite the food scene, which usually surprises visitors.
Katherine’s snapshots
Meet Katherine’s Teammates
Kate Davidson
Sr. Client Service Specialist
What Katherine Says
I work closely with Kate, our Sr. Client Service Representative, to ensure every client request is handled promptly and with attention to detail. She is committed to going above and beyond to meet client needs and delivering an exceptional experience every time.
Scott Cravens
Sr. Wealth Advisor, Director
What Katherine Says
I’ve had the privilege of working closely with Scott since 2011. His unwavering attention to detail and genuine care for his clients have been an incredible example to follow. He consistently goes above and beyond to ensure every client’s needs are met with excellence.
David Stanley
Sr. Wealth Advisor
What Katherine Says
David understands the value of building strong relationships. His passion for his clients and dedication to their care are at the core of who he is. He’s always willing to share his knowledge and support the team.
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