Meet Debbie
Debbie is a Wealth Advisor based in Ann Arbor, Michigan. She joined Mercer Advisors in 2022 through the acquisition of Vintage Financial Services. Prior, she served at Andrews Hooper Pavlik, PLC, and Rehmann. Debbie is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant, and a Certified Divorce Financial Analyst®. She earned her B.A. degree in accounting from Michigan State University, driven by a desire to help people enjoy life without the need to worry and watch every penny. Debbie serves as treasurer for the Washtenaw Estate Planning Council.
Debbie’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Debbie has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Family businesses navigating succession, liquidity, and legacy goals
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Debbie has a calm presence with clients. She enjoys collaborating with other professionals and believes that a great group results in synergy and the right outcomes for the client. It is her goal to be a trusted advisor for her clients — a go-to person for any questions.
Debbie in real life
What keeps you busy outside of work?
I enjoy hiking and traveling throughout the U.S. and beyond.
Favorite thing about where you live?
I love having four seasons in Michigan.
Why do you like working at Mercer Advisors?
Mercer Advisors provides an excellent experience for our clients. I like that we provide a boutique family office service with integrated resources.
Meet Debbie’s Teammates
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