Meet Laura
Laura is a Sr. Wealth Advisor based in Houston, Texas. She joined Mercer Advisors in 2016 through the acquisition of Kanaly Trust where she was a trust officer and relationship manager. Laura began her financial services career in 1994, and held positions at Olde Stockbrokers, JPMorgan Chase Investments, and Wells Fargo Investments.
Laura holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. She earned her degree in international business from Sam Houston State University and is an active member of the Financial Planning Association, the American Bankers Association, and the Institute for Certified Bankers.
Laura’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, Laura 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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Building strong, trust-based relationships is at the heart of Laura’s work. She thrives on solving complex, but solvable, financial challenges and takes pride in easing her clients’ stress by managing the details so they can focus on what brings them joy.
Laura in real life
What makes you tick?
My family, including a husband and two daughters.
What makes you tick?
I enjoy making ceramics and pottery.
Why do you like working at Mercer Advisors?
I appreciate the importance of separating sales and service to remove conflicts of interest and helping ensure existing clients are the primary focus of their wealth advisor.
Laura’s snapshots
Meet Laura’s Teammates
Susan Travis
Partner, Regis Group
What Laura Says
Working with Susan for more than 20 years has been an invaluable experience. I’ve learned so much from her, especially in the area of trust administration which became essential as I began working with fiduciary clients. Her deep experience guiding families with sizeable or complex assets has made her a constant source of insight and wisdom — always shared generously.
William McNutt
Sr. Wealth Advisor
What Laura Says
Will has been a terrific teammate and collegue. Over the years, we’ve worked together with clients, collaborating, planning, investing and strategizing. He’s consistently a reliable source of of insight.
Greg Alger
Unique Asset Manager
What Laura Says
Greg is an essential member of our team, navigating everything related to oil and gas, mineral interests, and real estate. He has traveled extensively to personally inspect several of my clients’ properties, ensuring nothing is overlooked.
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