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 Managing Director  Email: HankHank comes to Mercer Advisors with more than seven years of experience delivering comprehensive financial planning and investment consulting. Prior to joining Mercer Advisors, Hank was responsible for the training and development of first-year advisors at Ameriprise Financial and spent two years as an investment consultant to high-net-worth individuals at TD Ameritrade. Hank graduated from Concordia University in 2003 and received his MBA from Chapman University in 2010. |  Financial Associate Email: MichaelPrior to joining Mercer Advisors in 2011, Michael worked as a financial advisor at a financial planning firm in Cleveland, Ohio. Michael is a graduate of Denison University, where he graduated cum laude with a Bachelor of Arts degree in Economics. He enjoys working closely with clients to help them achieve their financial goals. Michael holds the FINRA Series 65 license. |
 Financial Administrator Email: ZachPrior to joining Mercer Advisors in 2011, Zach held internship positions at Merrill Lynch and Morgan Stanley Smith Barney where he conducted research on various investments and organized client communication projects. Zach graduated from The Ohio State University with a bachelor's degree in Finance and a focus on the Certified Financial Planner certification process. As a Financial Administrator, Zach works closely with clients to prepare analyses and compile client information in support of the client's overall financial and investment strategies. Zach holds the FINRA Series 65 license. |
