We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Jack McCloskey
Sr. Wealth Advisor, Director
Jack McCloskey
Sr. Wealth Advisor, Director
Jack began his career in Financial Planning in 2010. Prior to joining Mercer Advisors, he was the COO and Senior Financial Planner at Vintage Financial Services, a wealth management firm in Ann Arbor, MI. Jack’s passion is helping clients achieve Economic Freedom®. In 2022, Jack was named by Investment News to their prestigious “40 Under 40” list which recognized forty individuals from all over the country that are the “rising stars” in the investment industry. Jack graduated magna cum laude from Western Michigan University where he earned a bachelor’s degree in Personal Financial Planning. He went on to earn a master’s degree in personal financial planning from the College for Financial Planning. Jack and his wife, Ashley, live in Ann Arbor with their daughter, Hazel, and goldendoodle, Clark.
Nominees for Investment News’ ninth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 6, 2022, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Frank Moore
Sr. Wealth Advisor, Director
Frank Moore
Sr. Wealth Advisor, Director
Frank Moore entered the investment industry in 1983 after graduating from the University of Michigan. In 1985, he founded Vintage Financial Services, a wealth management firm, before joining Mercer Advisors. Frank is a CERTIFIED FINANCIAL PLANNER™ Professional and earned a Master of Science degree in Financial Planning with a specialization in Wealth Management. He was actively involved with NAPFA, the National Association of Personal Financial Advisors, and served as Chairman of the National Board in 2015-16. Frank has spoken at national conferences on topics ranging from the investment management process to applying technology in a wealth management practice and he’s been quoted in numerous national publications. Frank and his wife, Jennifer, enjoy travel, boating on the Great Lakes, and blues and rock concerts.
Barron’s Top 1200 Financial Advisors 2022: Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations. The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
Forbes Best-In-State Wealth Advisors 2022: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Tammy Wakevainen
Wealth Advisor
Tammy Wakevainen
Wealth Advisor
CPA, CFP®
Tammy has been helping individuals and families with their finances for over 25 years. She began her career as a CPA in public accounting preparing taxes and planning. Her outgoing personality and experience help her to ‘go the extra mile’ to provide clients with the tools needed to prepare for retirement and their life changes along the way.
Tammy earned a bachelor’s degree from Shepherd University in Accounting and is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ Professional. Tammy serves on the board for Children’s Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.
Michael Stros
Wealth Advisor
Michael Stros
Wealth Advisor
Michael started his career in the financial planning industry in 2019 and joined Mercer Advisors in 2022. He graduated from Central Michigan University with a degree in personal financial planning. Michael assists clients with risk management, tax planning issues, asset allocation, and cash flow analysis. Michael’s passion is to connect with clients by listening to their goals and long-term retirement dreams to help make them a reality. Michael has a Bachelor of Science in Business Administration majoring in Personal Financial Planning from Central Michigan University and is a CERTIFIED FINANCIAL PLANNER™ Professional. In his free time, Michael enjoys playing golf and skiing in the winter. He enjoys all types of music and doesn’t miss an opportunity to play euchre.
Doug Watts
Wealth Advisor
Doug Watts
Wealth Advisor
CFP®, ChFC®, CIMA®
Doug uses his analytical skills and emotional intelligence to help clients generate joy and security from their financial lives. He does this by building financial strategies that bring client’s values to life. Doug graduated from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics. He has studied at the American College of Financial Services and the University of Chicago’s Booth Executive Education Program. Doug is a CFP® professional. He also holds the ChFC® and CIMA® certifications. Doug is a husband, father, aspiring stoic, and movie buff. He is also a member of the Washtenaw Estate Planning Council. When he isn’t working or spending time with family, he enjoys walking his dog, Boss. He is always ready for an enjoyable conversation and loves to laugh.
Debbie Krone
Wealth Advisor
Debbie Krone
Wealth Advisor
CFP®, CPA, CDFA®
Debbie enjoys the personal connections she has with clients and values her role as a trusted advisor. She is a Certified Public Accountant (CPA) with over 25 years of tax experience, Debbie is excited to provide retirement and financial planning to her clients as a part of Mercer Advisors. Debbie also has the CERTIFIED FINANCIAL PLANNER™ (CFP ®) and Certified Divorce Financial Analyst (CDFA™) certifications. One of her areas of specialization is helping clients with the financial pieces of the divorce process. Debbie serves as treasurer for the Washtenaw Estate Planning Council and is currently the finance elder for Geneva Presbyterian Church. Debbie enjoys golfing, hiking and hanging out with her husband and 2 kids. More recently she has enjoyed skiing and snowmobiling in Montana!
Nathan Zolynsky
Financial Planner
Nathan Zolynsky
Financial Planner
Nathan enjoys helping clients in an area of their life that could otherwise be a center of stress. Bringing together the technical side of financial planning and the personal side of connecting with people allows him to help clients achieve success, whatever that means to them. As their goals change throughout life, Nathan is there to reevaluate their plan and tailor it to the client’s wishes. Nathan graduated from Central Michigan University with a bachelor’s degree in Personal Financial Planning in 2021 and immediately joined Vintage Financial Services, now Mercer Advisors as a Financial Planner. He passed the CERTIFIED FINANCIAL PLANNER® exam in July 2021. Nathan enjoys playing golf, ultimate frisbee and playing the clarinet and saxophone. He loves watching sports, especially the Central Michigan Chippewas and Detroit Lions.
Haley Hegenauer
Associate Financial Planner
Haley Hegenauer
Associate Financial Planner
Andrea McCarthy
Associate Financial Planner
Andrea McCarthy
Associate Financial Planner
Michelle Schrag
Client Service Specialist
Michelle Schrag
Client Service Specialist
Michelle’s focus is on providing unparalleled service to clients along with valued support to her team. Michelle’s career path has always been client-focused, starting in 1992 when she acted as a mediator between clients and franchise owners for a global firm. She then moved to private banking at Northern Trust Company, and, after a break while having her children, she started at Vintage Financial Services, now Mercer Advisors in Ann Arbor. In all her roles, client satisfaction was paramount. Michelle graduated from Western Illinois University with a business degree. In Michelle’s spare time, she enjoys activities with her three kids. She is a musician who writes her own music and performs on local stages. She is also the author of the book “A Mother’s Manual for Self-Care.”
Jory Tracy
Client Service Specialist
Jory Tracy
Client Service Specialist
Jory joined Vintage Financial Services in 2022 as a Client Service Specialist. Jory enjoys being the first friendly face clients see when they visit the office and providing them with a warm greeting. For better or worse, he is the designated office ‘plant dad’. He supports the advisors and assists with ensuring paperwork and transactions are done timely and efficiently. He grew up in Ann Arbor, Michigan, where he now raises two very spoiled dogs, Alexander Hamilton and Steve Irwin. Prior to joining the team, he worked at Ann Arbor Public Schools, working to educate students with special needs. Jory studies sign language and works on creative projects such as sewing, painting, interior design, and furniture refurbishment. He hopes to bring inclusivity and creative flair to every aspect of his life.
Candace Kinsler
Client Service Specialist
Candace Kinsler
Client Service Specialist
Candace began her career in 1981 at Paine, Webber, Jackson and Curtis, Inc. in Ann Arbor, Michigan. In 1982, she was headed up operations at Beacon Investment Company. In 1987, she moved to Phoenix and worked as the Securities Cashier and Automated Customer Account Transfer (ACAT) Clerk at Young, Smith and Peacock, Inc. In 1988, she returned to Beacon Investment Company as Senior Administrative Assistant until 1992. She worked at McCoy and McDaniel, PC, a law firm in Ann Arbor in 1992 as a paralegal for 4 ½ years and then started her career at Vintage Financial Services in May 1996. Candace has 2 adult sons, Eric, and Tony, and a 4-year-old grandson, Carter. She owns a home in Ypsilanti and loves the area.
with one of our talented wealth advisors who’ll help you connect all your financial dots
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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