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: Portage

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Brent Kerstetter, CFP®

Sr. Wealth Advisor

Kristen Cordell

Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Liz Yunker, CFP®

Wealth Advisor

Lori Bumgart, CFP®

Wealth Advisor

Nathan Luke, CFP®, MBA

Wealth Advisor

Nick Bond, CFP®, MBA

Sr. Wealth Advisor

Portage, Grand Rapids, Indianapolis

Scott Williams, CFP®

Sr. Wealth Advisor

Portage, Grand Rapids

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

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

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Josh Davis, CFP®

Wealth Strategist

Kelsey Holdridge

Service Operations Associate

Madeline Bradley

Sr. Client Service Specialist

Mary Romanak

Service Operations Associate

Tami Leffingwell

Manager, Client Service

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Mercer Advisors Team

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