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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Ann Arbor

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.

We’re built differently

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.

Meet our talented wealth advisors in the Ann Arbor area

They’re here to help you connect all your financial dots

Tracey Turko

Sr. Wealth Advisor, Sr. Director

Tracey Turko

Tracey Turko

Sr. Wealth Advisor, Sr. Director

Tracey has been with Mercer Advisors since 2000. She brings over 25 years of expertise in financial planning. Tracey is passionate about creating long-term financial strategies that reflect the values and lifestyles of her clients. In particular, she has deeply held beliefs that women should plan and own their financial independence. Tracey also serves as Regional Director for the Mercer Advisors Midwest regional team and sits on the executive Steering Committee for the firm's award-winning InvestHERs women's initiative. She is also a member of the Mercer Advisors Investment Committee where she provides guidance on the investment offering for Mercer Advisors clients. Tracey was recognized by Forbes as a Top Women Wealth Advisor 2020 and Best in State Wealth Advisor 2021.

Tracey holds a master's degree in financial planning from the College for Financial Planning and a Bachelor of Science degree from Madonna University. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, she also holds the Master Planner Advanced Studies designation (MPAS®).

*Disclosure

Forbes Top Women Wealth Advisor and Best in State Wealth Advisor rankings are selected by SHOOK Research and are chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. Full methodology for selection is available by clicking the links above.

Jack McCloskey

Sr. Wealth Advisor, Director

Jack McCloskey

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.

*Disclosure

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

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.

*Disclosure

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

Tammy Wakevainen

Wealth Advisor

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

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

Doug Watts

Wealth Advisor

CFP®, ChFC®, CIMA®

dwatts@merceradvisors.com

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

Debbie Krone

Wealth Advisor

CFP®, CPA, CDFA®

dkrone@merceradvisors.com

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!

John Carney

Wealth Advisor

John Carney

John Carney

Wealth Advisor

John began his career in the financial services industry in 2011. Prior to joining Mercer Advisors in 2019, he worked at Arbor Asset Management providing financial planning and portfolio management services. John’s passion is to help individuals and families achieve their financial goals by providing unbiased financial planning and advice. John graduated from Ferris State University with a Bachelor of Science in Business Administration and went on to receive his Master’s in Business Administration from Lawrence Technology University. He is also a CERTIFIED FINANCIAL PLANNERTM professional. John lives in Brighton, MI with his wife and three daughters.

Nathan Zolynsky

Financial Planner

Nathan Zolynsky

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 goals change throughout life, he's there to reevaluate a client's plan and tailor it to their wishes. Nathan graduated in 2021 with a bachelor's degree in personal financial planning from Central Michigan University and immediately joined Vintage Financial Services, now part of Mercer Advisors, as a Financial Planner. He's a CERTIFIED FINANCIAL PLANNER™ professional and serves on the board of the Michigan chapter of the Financial Planning Association. Nathan enjoys playing golf and ultimate frisbee as well as clarinet and saxophone. He loves watching sports, especially the Central Michigan Chippewas and Detroit Lions.

Michelle Schrag

Client Service Specialist

Michelle Schrag

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

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.

Ben Kautz

Managing Director

Ben Kautz

Ben Kautz

Managing Director

Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Upper Arlington, Ohio with his family.

See our entire team

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with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.



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.