Meet Kyndal
Kyndal is a Wealth Advisor based in Dallas, Texas. She joined Mercer Advisors in 2022 through the acquisition of Quest Capital Management, where she supported the practice of two senior wealth advisors as Financial Planner. Since joining Mercer Advisors, Kyndal has advanced from Financial Planner to Wealth Advisor. She earned a BBA degree in finance from Texas Christian University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Advisor in Philanthropy®. Kyndal finds motivation in being the anchor in her clients’ financial lives during difficult times to help them accomplish their financial goals.
Kyndal’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, Kyndal has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Helping new families shift financial priorities while building a strong foundation for the future; specializing in LGBTQ+
Her working style
Kyndal is known for her thoughtful questions and deep listening skills to help clients identify what matters most to them. She believes that the best results come from long-term partnerships built on transparency and genuine collaboration so that you have a calm, steady presence to help guide you through life’s unexpected ups and downs.
Kyndal in real life
What keeps you busy outside of work?
Most of my free time is spent traveling to beaches around the world with my husband or running marathons.
Any words you try to live by?
Care deeply — for people, for purpose, and for the future.
Why do you like working at Mercer Advisors?
The people who work at Mercer Advisors care about their clients as well as about each other. I have worked with the same group of people since my career began in 2019, and I genuinely care for them like family. We celebrate each other’s successes and accomplishments as if they were our own.
Kyndal’s snapshots
Meet Kyndal’s Teammates
Taylor Johnson
Client Service Specialist
What Kyndal Says
Taylor plays a vital role on our team, helping ensure clients experience white-glove service throughout every stage of their journeys with us. Together, we handle the details so our clients can focus on what matters most to them.
Chandler Ferguson
Sr. Wealth Advisor
What Kyndal Says
Chandler and I partner as an advisory team to deliver comprehensive support. We aim to ensure clients are well cared for through life’s transitions.
Nishant Mehta
Financial Planner
What Kyndal Says
Nishant and I collaborate to build thoughtful, goal driven financial plans rooted in our clients’ values, helping the clients feel confident throughout their financial journeys and make meaningful progress toward Economic Freedom™.
Ready to learn more?
Explore More
