Catherine joined Mercer Advisors in 2018 with more than 10 years of experience in the financial services industry. Throughout her career, she’s provided strong organizational management along with superior client service to both large and boutique wealth management firms. Catherine graduated from Brigham Young University-Idaho with a degree in applied business management and holds her Series 65 license. She enjoys the diversity and detail in financial planning along with the huge reward of helping clients determine goals to make their dreams come true. Catherine volunteers within her church youth program and with Northwest Assistance Ministries. She lives in Spring, Texas, with her husband and son. She enjoys traveling and playing with her three labrador retrievers.
Houston
5555 San Felipe Street Suite 200 Houston, Texas 77056