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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Location: Livonia

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George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

John Carney

John Carney, CFP®

Wealth Advisor

Kevin Russell

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Renée Egelski

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

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

Tom Whited, CFP®

Partner

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Becky Leslie

Becky Leslie

Client Service Specialist

Livonia, Traverse City

Meagan Blazier

Meagan Blazier

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Alexis Scott

Alexis Wilkinson

Financial Planner

Alex Moore, CFA, CPA

Vice President, M&A Partner Development

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Mercer Advisors Team

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