Meet Michael
Michael is a Wealth Advisor based in Ann Arbor, Michigan. He joined Mercer Advisors in 2022 through the acquisition of Vintage Financial Services where he was an advisor. Michael started his career in the financial planning industry in 2019. He earned a B.S. degree in business administration, majoring in personal financial planning, from Central Michigan University. He is also a CERTIFIED FINANCIAL PLANNER® professional and Retirement Management Advisor®.
Michael’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, Michael has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Michael assists clients with risk management, tax planning issues, asset allocation, and cash flow analysis. His passion is to connect with clients by listening to their goals and long-term retirement dreams and helping to make them a reality.
Michael in real life
What keeps you busy outside of work?
Golf and downhill skiing.
Favorite thing about where you live?
I live in Ann Arbor, Michigan and enjoy University of Michigan sports.Go Blue!!!
Any words you try to live by?
Treat others the way you would want to be treated.
Meet Michael’s Teammates
Michelle Soucie
Sr. Client Service Specialist
What Michael Says
Michelle and I work hand-in-hand to help ensure clients’ goals and objectives can be met in a timely fashion.
Jack McCloskey
Sr. Wealth Advisor
What Michael Says
Jack is a great mentor who has always had an open door to brainstorm client solutions and recommendations with.
Tammy Wakevainen
Wealth Advisor
What Michael Says
Tammy is an amazing teammate and fellow advisor in the same office. She has been a great resource for tax planning situations with her background as an accountant.
Ready to learn more?
Explore More
The Economic and Market Impact of the Iran War After One Month: Insights From Our CIO
April 2, 2026