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

Merrick Estes

G. Merrick Estes, Jr.

Managing Partner

Atlanta, Asheville, Charlotte, Raleigh, Durham, Franklin, Gallatin

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

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

Alex Miles

Alex Miles

Partner

Michael Snider, CFP®, ChFC®

Principal

Livonia, Ann Arbor, Troy

Tracey Turko, CFP^®, AEP

Partner

Livonia, Charlotte, Raleigh, Asheville

Brian Smyth

Brian Smyth, MBA

Wealth Advisor

Dave Werle, CFP®, CSRIC®

Wealth Advisor

Frances Hymiller, CFP®

Wealth Advisor

George Herr, CFP®, EA, RICP®

Wealth Advisor

Livonia, Traverse City, Troy, Ann Arbor

Hanna Yesuf

Wealth Advisor

Hilary Daniel, MBA, CFP®

Wealth Advisor

HK Hallett

HK Hallett

Sr. Wealth Advisor

Jennifer Adams, CFP®, CDFA®, CSRIC®

Sr. Wealth Advisor

Joe Kiely

Joe Kiely, PhD

Sr. Wealth Advisor

Asheville, Charlotte, Durham, Raleigh

John Carney

John Carney, CFP®

Wealth Advisor

Jonathan Wilson, CFP®, EA

Sr. Wealth Advisor

Kathryn Beach, CFP®

Wealth Advisor

Kevin Russell

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

Wealth Advisor

Livonia, Traverse City

Kristen Revis

Kristen Revis, CFP®

Wealth Advisor

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Mercer Advisors Team

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