Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Ann Arbor

Clear All Filters

Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Westerville, Livonia, Portage, Traverse City, Franklin

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Michael Snider, CFP®, ChFC®

Principal

Livonia, Ann Arbor, Troy

Debbie Krone, CFP®, CPA, CDFA®

Wealth Advisor

Douglas Watts, CFP®, ChFC®, CIMA®, RMA®

Wealth Advisor

George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

Jack McCloskey, CFP®

Sr. Wealth Advisor

Ann Arbor, Troy

Michael Stros, CFP®, RMA®

Wealth Advisor

Tammy Wakevainen

Tammy Wakevainen, CFP®, CPA

Wealth Advisor

Jory Tracy

Client Service Specialist

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Adam Marczewski

Financial Planner

Daniel Cook, CFP®, EA

Financial Planner

Maggie Segrave

Maggie Wagner, CFP®, CES™

Wealth Strategist, Ascend

Ready to get started?

Mercer Advisors Team

Explore More

man meeting with a financial advisor in office, shaking hands

What Clients Ask

Questions to Ask When Choosing a Financial Advisor

August 13, 2026

Investment Management

Financial Planning Is a Prerequisite to Successful Investing

August 12, 2026

Investment Management

Portfolio Diversification: How To Build a More Resilient Investment Strategy

August 10, 2026

Continue Browsing