Mark has dedicated over three decades of his career to helping retirees and widowed persons navigate the wealth management challenges that come with a significant lifestyle change. His dedication and expertise have helped countless individuals and families achieve their financial goals and improve their quality of life. Mark’s education includes the prestigious CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Colorado. He’s also a Certified Divorce Financial Analyst® professional. Mark holds a BBA in finance from the University of Houston-Downtown. In his free time, he enjoys being with his family, particularly at reunions. Mark is an avid fan of water sports and can often be found on the water with his wife, whom he’s been happily married to since 1984.

Since 2006, David has supported clients in many capacities to help them build unified wealth plans for realizing their goals. At Mercer Advisors, he advises high-net-worth clients as part of the Ascend group; and serves on the Tax Advisory Council and steering committee for our advisory platform. David was previously a co-owner of Republic Wealth Advisors, as well as a portfolio manager and chief compliance officer. David graduated with a bachelor of business administration with honors from The University of Texas at Austin and received his MBA from Rice University. He serves on the national board of directors for the Jewish National Fund USA. David lives in Houston with his wife and three daughters and enjoys vacationing on the slopes of Colorado’s mountains.

Gary joined Kanaly in 1998 and has more than twenty-eight years of service in trust administration, investment management, and wealth advisory services. Before joining Kanaly, Gary worked as a Personal Trust Officer at Hancock Bank of Louisiana and Premier Bank (now Chase Bank) in Baton Rouge, Louisiana. Gary earned a Bachelor of Science degree in Management and Administration from Louisiana State University. He later completed the Texas Bankers Association Regional Trust School at Southern Methodist University and the Cannon Trust School. Gary is a member of the Financial Planning Association (FPA) and the Institute of Certified Bankers, and he is a member of the Board of Directors of the Houston Estate and Financial Forum (HEFF). In his personal time, Gary watches and participates in sports and is interested in travel, reading, and gardening.

Laura joined Kanaly Trust in 2005 and has over twenty-six years of financial advisory experience. Laura has knowledge around the many complexities that come with building, maintaining and passing wealth to future generations. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she was a court-appointed guardian ad litem through the Child Advocates Organization for three years. She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a degree in International Business from Sam Houston State University. Laura loves to spend quality time with her husband and two daughters.

Drew joined Mercer Advisors through the Kanaly Trust acquisition where he was the chairman and CEO. He joined Kanaly in 1983 and has more than 35 years of experience in trust and investments. Drew specializes in investment management, charitable trusts, and family limited partnerships. He earned his BBA in Finance from the University of Houston. Drew is a member of the Mercer Advisors Investment Committee.

Peter began his career in financial and trust services in 1986. He has been with Kanaly Trust since 1988. With his extensive knowledge and experience in wealth management, he actively engages in all aspects of financial planning and brings solutions to the table for the families he serves. He is a graduate of the University of Houston with a BBA in Finance, Peter also attended the Texas Regional Trust School at Southern Methodist University in Dallas, Texas, and the National Graduate Trust School at Northwestern University in Evanston, Illinois. Peter is a member of the Institute of Certified Financial Planners (ICFP), the Institute of Certified Bankers (ICB), Financial Planning Association – Houston Chapter (FPA), and the Houston Estate and Financial Forum (HEFF).

Jeff began his career in the investment management industry in 1999. Prior to joining Mercer Advisors, he was a top performer at Prudential Financial where he provided comprehensive financial planning and wealth management guidance to his high-net-worth clients. Jeff holds the FINRA Series 66 License and is a member of the Financial Planning Association. A native Houstonian, he holds his degree in Marketing from Texas A&M University. Jeff currently lives in Missouri City, Texas with his wife, Nicole, and their four children.

Stephanie joined Mercer Advisors in 2020 and has been in the financial services industry for almost a decade, helping a wide range of clients achieve Economic Freedom™. As a CERTIFIED FINANCIAL PLANNER™ professional, Stephanie enjoys partnering with clients to help them better understand money and achieve their financial goals. Although she considers herself an organized and methodical number cruncher, Stephanie is most passionate about client relationships and helping them connect the numbers to everyday life. Stephanie earned a bachelor’s degree in finance from St. Edward’s University in Austin, Texas. In her free time, she enjoys traveling with her husband and son, being physically active, and cooking.

Adam has developed a passion for proactive tax planning, technical analysis of financial markets, special needs planning, and simply getting to know clients on a personal level. Before joining Mercer Advisors in 2023, Adam spent 13 years working in boutique wealth management firms; including Kanaly Trust which merged with Mercer Advisors in 2016. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Special Needs Consultant® (ChSNC®), member of the Houston Estate and Financial Forum (HEFF), a Chartered Market Technician® and a former Chairman of the Financial Planning Association (FPA) of Houston. When he’s not working, Adam enjoys reading deeply into obscure subjects, being in nature and international travel. His wife and three kids keep him busy otherwise.

Ernie enjoys a highly personal and collaborative approach when working with his clients. He began his career in wealth management in 2006 at Fidelity Investments delivering guidance and expertise to plan participants. Over time, Ernie’s career pivoted to incorporate more holistic planning services, allowing him to deliver enhanced comprehensive solutions to his clients. Prior to joining Mercer Advisors, Ernie worked at Personal Capital Advisors providing technology-driven, holistic financial planning solutions to high net worth clients. He graduated from the University of North Texas with a Masters degree in Business Administration Finance and also has a Bachelor of Arts in Spanish literature from the University of North Texas. Ernie is a CERTIFIED FINANCIAL PLANNER™ professional. He and his husband enjoy traveling and walking their two dogs.

Dale brings more than 30 years of experience in the financial industry. He served in dynamic operational,
supervisory, and analytical roles primarily within JPMorgan Securities’ Capital Markets division, as well as for Thomson Financial Services, AIG, and Raymond James. He enjoys working with clients to construct
effective plans and deliver financial confidence both now and in the future through Mercer Advisors’ extensive solutions offerings. Dale graduated from Clarion University with a Bachelor of Science in finance. Outside of work, Dale enjoys living in Texas with his wife and their two sons, and with their extended family of two beloved cats and a dog: Emmy, Tiger, and Lexie.

Rebekah always knew that she wanted to help people. Her career in the financial services industry began in 2010, and she finds the most rewarding part of her job to be building relationships with clients and helping them navigate important financial decisions through comprehensive planning. Prior to joining the Mercer Advisors team in 2020, she worked at Northwestern Mutual and Houston Asset Management, where she moved up while earning her CERTIFIED FINANCIAL PLANNER™ designation. She’s also a Certified Divorce Financial Analyst® professional. Rebekah graduated with honors from the University of Texas at Austin, earning a bachelor’s degree in sociology. She went on to get a master’s degree in management information systems from the University of Houston-Clear Lake. Rebekah enjoys traveling, participating in 5Ks, and spending time with her husband and son.