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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

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.

Matthew R. Bohrer

Wealth Advisor, Director

Matthew R. Bohrer

Matthew R. Bohrer

Wealth Advisor, Director

Matt joined Mercer Advisors in December 2018. Matt started in the financial services industry as a college intern with FIM Group in Traverse City, Michigan in 1996. After graduating from Michigan State University with a bachelor’s degree in Finance, he joined FIM Group, where he held a variety of roles including Chief Operating Officer and Chief Compliance Officer.

In these roles, Matt was responsible for day-to-day operational issues of all FIM service groups and trading departments. As the Chief Compliance Officer, he ensured that FIM Group worked to maintain all regulatory requirements in its daily business practices.

Matt received his Bachelor’s degree in Finance from Michigan State University and his M.B.A from Lawrence Technical University.

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.

Nathan Zolynsky

Wealth Advisor

Nathan Zolynsky

Nathan Zolynsky

Wealth Advisor

Nathan enjoys helping clients with an area of 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 a client's life, he's available to work with them to reevaluate their plan and tailor it accordingly. Nathan graduated from Central Michigan University with a bachelor's degree in personal financial planning and immediately joined Vintage Financial Services, now part of Mercer Advisors. 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 in summertime. When not outdoors, he's probably watching sports, especially the Central Michigan Chippewas and all of the Detroit sports teams.

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!

Michelle Soucie

Client Service Specialist

Michelle Soucie

Michelle Soucie

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.

Anthony Koehler

Regional Vice President

Anthony Koehler

Anthony Koehler

Regional Vice President

Tony began his financial services career in 2000. Since then, he's served high-net-worth and ultra-high-net-worth clients to help attain their financial freedom. As a CERTIFIED FINANCIAL PLANNER™ professional, Tony has guided over 1,000 families in the development of their own unique wealth plan. A fundamental set of beliefs are his daily motivation for serving clients best: consolidating assets in as few institutions as possible, creating a defined process for investing hard-earned money, and implementing a legacy plan to help ensure that loved ones are cared for in the future. Outside of work, Tony enjoys spending time with his wife and their three teenagers.

Lucas Schwaller

Regional Vice President

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

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



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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.