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^®).

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.

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.

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.

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.

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.