Meet Becky
Becky is a Wealth Advisor based in the Houston, Texas area. She joined Mercer Advisors in 2020 as a Financial Planner and advanced to Wealth Advisor in 2022. Prior, she was an Associate Wealth Management Advisor at Northwestern Mutual and an Advisor at Houston Asset Management, where she served for seven years. She earned a B.A. degree in sociology with a minor in psychology from The University of Texas in Austin and a M.S. degree in management information systems from University of Houston, Clear Lake. Becky is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Divorce Financial Analyst® professional, and a Chartered Financial Consultant®.
Becky’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, Becky has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Building relationships is at the heart of Becky’s work. By getting to know her clients and their families, and letting them get to know her, she builds trust. Her clients appreciate that she responds quickly to emails, consistently follows up, and does what she says she will do. Becky is detail oriented as well as empathetic, non-judgmental, and a great listener. She considers her clients to be extended family.
Becky in real life
What keeps you busy outside of work?
I enjoy traveling and cruising. We have season tickets to Broadway at the Hobby Center here in Houston. I have one son, Logan, who lives on Long Island, New York, so we visit him. My husband and I enjoy binge-watching shows on Netflix.
Why do you like working at Mercer Advisors?
As a firm, we put clients first, and that’s important to me. I enjoy the team approach and the broad knowledge at Mercer Advisors. People are always willing to help and leadership is approachable and caring.
Favorite thing about where you live?
As the fourth largest city in the U.S., Houston is a melting pot that offers so much. The population is very diverse. There are many restaurants, museums, and a zoo, and it’s close to Galveston beaches.
Becky’s snapshots
Meet Becky’s Teammates
Lenda Sandoval
Manager, Client Service
What Becky Says
Lenda always puts the clients first and goes out of her way to make sure that their needs are met in a timely manner. She is an invaluable member of my team.
Christopher Varney
Sr. Estate Planning Strategist
What Becky Says
As part of the Mercer Advisors estate planning team, C.J. helps clients build an individualized estate plan tailored to their specific needs. He makes clients feel comfortable and at ease during the entire process.
Michael Van Boening
Sr. Manager, Financial Planning
What Becky Says
Michael is the go-to for advanced college planning advice. His depth of knowledge in invaluable when clients start to consider colleges and the costs involved. This is such a great service offering that sets us apart from other firms.
Steven Elliott
Tax Director
What Becky Says
Whenever clients have an advanced tax planning question, I know that Steve is there to provide guidance. I love that we have teammates that are specialists and always willing to go out of their way to help!
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