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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Green Bay

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 Green Bay area

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

Paul Barlow

Regional Vice President

Paul Barlow

Paul Barlow

Regional Vice President

Paul began his financial services career in 1990 with Charles Schwab & Company in Indianapolis at the firm's first national service center outside of San Francisco. Prior to joining Mercer Advisors, he built his own firm while completing his MBA at Purdue University. In the past 20 years since selling his firm, Paul has guided other firms in building and developing holistic client planning and relationship solutions. Paul applies a client-first, solutions-based approach to his work with individual high-net-worth families. A lifetime runner, Paul and his family participate annually in the St. Jude Marathon Weekend of races to raise awareness and support for the cure of childhood cancer and its impact on patient families. He received his undergraduate degree from Ball State University and holds the FINRA Series 66 license.

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.

Lindsey Wetzel

Client Service Specialist

Lindsey Wetzel

Lindsey Wetzel

Client Service Specialist

Lindsey is a Client Service Specialist and has over 7 years of customer service experience. She enjoys forming relationships with clients by helping them out when they call the branch with questions or by directing them to the right member of the team. Lindsey graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Marketing.

In her free time, Lindsey lives and breathes sports. She is extremely passionate about Wisconsin sports, especially the Milwaukee Bucks, Milwaukee Brewers, Green Bay Packers and both Badger football and basketball. While playing basketball is her favorite sport, she has recently taken up golf and is really enjoying it.

Hunter D. Zick

Client Service Specialist

Hunter D. Zick

Hunter D. Zick

Client Service Specialist

Hunter began his career with a financial group in Wausau, Wisconsin where he worked with Life Insurance and Securities. Prior to that, he worked at Fleet Farm while he was attending college. In both of his previous positions he enjoyed helping people. While in his role as Client Service Specialist, Hunter is e is committed to providing client assistance in a timely, friendly, and proactive manner. Outside of work, Hunter loves to golf, go camping and explore Wisconsin state parks.

Andy Farah

Director

Andy Farah

Andy Farah

Director

Andrew has been managing investments and planning the financial futures of many individuals, families, and their businesses for 32 years. His mission has been to provide clients with the knowledge they need to be comfortable with their financial decisions & retirement. He strives to present information in a straightforward, understandable manner so he and his clients can determine the most appropriate risk-adjusted path available to accomplishing their overall goals.

He is a graduate of the University of Notre Dame, BBA in Finance and a graduate of the Wharton School, University of Pennsylvania Certified Investment Management Analyst program. He has been a member of the Green Bay Packers Board of Directors since 2001, and is married with 4 daughters and 6 grandchildren.

We’ll team you up

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.