Meet Mike
Mike is a Sr. Wealth Advisor who joined Mercer Advisors in 2023. He is based in Camas, Washington. Prior to joining Mercer Advisors, Michael spent 17 years at The Vanguard Group, where he advised high-net-worth individuals, families, and large nonprofit organizations. He holds a B.A. degree in psychology from California State University, Long Beach, and a MBA from Colorado State University. Michael is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® designation.
Mike’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, Mike has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Guiding higher education professionals in maximizing benefits and preparing for retirement
- IPOs and recapitalizations with planning designed to protect, diversify, and grow your wealth
His working style
Mike takes the time to get to know and understand his clients. He has the ability to simplify complex topics and is thoughtful and disciplined in his approach to wealth management.
Mike in real life
What keeps you busy outside of work?
Outside of work, I enjoy exploring the outdoors with my family and taking in the natural beauty of the Pacific Northwest.
Why do you like working at Mercer Advisors?
In addition to working with individuals and families, I serve as an outsourced chief investment officer for local nonprofits. I value the opportunity to collaborate with mission-driven leaders and find it deeply rewarding to contribute to positive change in the Pacific Northwest.
Any words you try to live by?
“People start winning on the grind. On showing up when it’s boring. Brilliance fades. Discipline compounds.” – Charlie Munger
Meet Mike’s Teammates
Lily Jackson
Client Service Specialist
What Mike Says
Lily and I work in close partnership to deliver a personalized experience that ensures our clients feel supported, informed, and confident in every aspect of their financial journey.
Mark Eshman
Director of Endowments and Foundations Group, Sr. Wealth Advisor
What Mike Says
We deeply value the opportunity to collaborate with mission-driven leaders and find it especially rewarding to support organizations that are creating meaningful, lasting impact within their communities.
Kevin Jack
Executive Managing Director
What Mike Says
Kevin champions a service philosophy built on trust: delivering on promises, maintaining open communication, and creating positive, meaningful interactions.
Articles by Mike
Don’t Overlook Bonds as Part of Your Nonprofit’s Portfolio
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