team lehman
Call us today at (800) 444-4143
 Managing Director  Email: TraceyTracey has more than 15 years experience in the financial services industry. Her role as a Strategic Advisor is to help clients create a vision for their life that unites the various aspects including both their personal and professional vision. She oversees the team in delivering the highest quality of comprehensive financial planning and service to every client. Tracey has worked at Mercer Advisors since 2000. She holds a Masters degree in Financial Planning from The College for Financial Planning and a Bachelor's degree from Madonna University. She resides in Northville with her two children. |  Financial Advisor Email: ReneeRenee is a graduate of Cleary College and holds a bachelor's degree in Personal Financial Planning. She has been with Mercer Advisors since 2000, helping clients with their investment and retirement planning needs. Renee previously worked in the credit union industry where she acquired more than 20 years experience in savings, loans, and mortgages products. |
 Financial Administrator Email: MichelleMichelle has been with Mercer Advisors since 2010. Prior to joining Mercer Advisors, she served as a Financial Services Assistant at Raymond James Financial, Inc. While at Raymond James, she was responsible for establishing and maintaining client accounts, and facilitating and managing all document processing. Michelle has a bachelor's degree in Business Administration from Walsh College. |  Financial Administrator Email: CharlesCharles (C.J.) graduated from Wheaton College in 2010 with a bachelor's degree in Mathematics and Economics. He joined Mercer in 2011 as a financial administrator, after completing a year-long internship with John Stott Ministries, an international non-profit organization. C.J. enjoys every opportunity to help clients approach and achieve their financial goals. |
