Kevin Russell

Kevin’s primary responsibility is to assist clients with their financial planning affairs. This includes developing comprehensive strategies to meet individual client needs in areas such as retirement planning, education funding, insurance needs analysis, and tax and estate planning.

His dedication to providing tailored financial solutions ensures that clients receive the best possible guidance for their financial futures. Kevin has been providing comprehensive fee-only financial planning and investment management services to individuals since 1996. His commitment is to deliver the highest-quality, objective, and professional financial advice to clients and their families, helping them achieve their unique financial goals.

Kevin previously worked at Financial & Investment Management Group, which joined Mercer Advisors in 2019. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® Professional. He also holds the Chartered Retirement Planning Counselor® and Accredited Asset Management Specialist® designations. Kevin graduated from Ohio State University with a Bachelor of Science degree in business administration.

Outside of work, Kevin enjoys spending time on the lake or exploring the great Northern Michigan area with his wife and their two sons. His love for the outdoors and family time is a significant part of his life, providing a balanced and fulfilling lifestyle