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.

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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

John Carney

John Carney, CFP®

Wealth Advisor

Michael Stros, CFP®, RMA®

Wealth Advisor

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Tammy Wakevainen

Tammy Wakevainen, CFP®, CPA

Wealth Advisor

Jory Tracy

Client Service Specialist

Joseph Leemon

Client Service Specialist

Anthony Koehler, CFP®, MBA

Regional Vice President

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

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Adam Marczewski

Financial Planner

Daniel Cook

Financial Planner

Maggie Segrave

Maggie Wagner, CFP®

Wealth Strategist, Ascend

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Mercer Advisors Team

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