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.

Steve began a career in the financial services industry in 1998. He attributes his love of financial planning in part thanks to his engineering background from a previous career. After all, designing and fixing things are what engineers do best and it didn’t take him long to see the similarities between the two fields. Steve advises the clients he serves by presenting solutions that combine solid financial expertise with real world experience. Steve is very personable and is able to explain complex topics to clients in relatable terms. He specializes in comprehensive wealth management, including the areas of investment management, estate planning, retirement planning, insurance planning, and relevant tax issues. Steve received a Bachelor of Science degree from Michigan State University in 1989 and a Master of Science in Finance degree from Walsh College in 2001. He is a CERTIFIED FINANCIAL PLANNER^TM and a Certified Fund Specialist^TM.

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 PLANNER^TM professional. John lives in Brighton, MI with his wife and three daughters.

Renée began her career in financial planning in 2001. Prior to joining Mercer Advisors, she worked at FIM Group as a fee-only CERTIFIED FINANCIAL PLANNER^TM professional and as a financial advisor at Waddell and Reed. Renee is committed to providing the highest-quality, objective, professional financial advice to her clients and their families to help them reach their unique financial goals through comprehensive financial planning and wealth management.

Among her professional accomplishments, Renée has been authorized by the Certified Financial Planner Board of Standards (CFP^® Board) to use the certification marks CFP^® in accordance with CFP^® Board certification and renewal requirements. Renée also holds the FINRA Series 6 and Series 63 National Association of Securities Dealers Licenses. Renée resides in Traverse City with her husband, Kyle, and their two children.

Kevin has over 22 years’ experience in the financial services industry, providing comprehensive fee-only financial planning and investment management services to individuals since 1996. His commitment is to provide the highest-quality, objective, professional financial advice to our clients and their families to help them reach their unique financial goals. Among his professional accomplishments, Kevin is registered as a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER^TM professional. He also holds the Chartered Retirement Planning Counselor (CRPC^®) and the Accredited Asset Management Specialist (AAMS^®) designations. He graduated from the Ohio State University with a Bachelor of Science degree in Business Administration.

Kevin’s primary responsibility is to assist clients with financial planning affairs. This includes developing comprehensive strategies to meet individual client financial needs in the following areas: retirement planning strategies, education funding, insurance needs analysis, & tax and estate planning. Away from work, Kevin enjoys spending time on the lake or exploring the great Northern Michigan Area with his wife, Mary Jo and two sons.

Mike began his financial planning career in 2015, helping families with their individual investment needs. In 2017, he joined Mercer Advisors because of its dedication to holistic financial planning. Mike enjoys leveraging financial technology tools to help clients match their life goals with their financial planning needs. He's a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Personal Financial Planning program at Central Michigan University. Mike and his wife, who's a doctor of physical therapy, love hiking in the U.S. national parks. They've been to more than half of the parks in the system, and their goal is to explore every one of them. In his free time, Mike enjoys reading nonfiction and history and researching family genealogy.

George began his wealth management career recently, in 2021. Prior to joining Mercer Advisors, he had a 30-year engineering career at Ford Motor Company. As he approached retirement, he recognized the need for a second career and found the complexity of financial planning to be very compelling. As a result, he earned the CERTIFIED FINANCIAL PLANNER™ certification and joined forces with Mercer Advisors. George assists our Wealth Advisors with advanced planning support to provide outstanding service to clients. Outside of work, he loves to golf, play ice hockey, and spend time with his family.

Brittany grew up outside of Philadelphia and went on to earn her bachelor's degree in Business and Psychology from the University of Arizona, while competing on the women's golf team. She is passionate about developing relationships and providing value to her clients. Prior to joining Mercer Advisors in 2020, she played professional golf on the LPGA, Symetra Tour and Ladies European Tour. In her free time, Brittany enjoys playing golf, traveling, reading, and spending time with friends and family.

Alexis began her career in the financial services industry in 2019. Before transitioning into her full-time role, Alexis started as an intern with Mercer Advisors in the spring of 2019. Prior to joining Mercer Advisors, she worked as a banking professional and accounting intern. Alexis graduated from Eastern Michigan University with a Bachelor of Science in Accounting and Finance. She is committed to helping clients achieve their version on economic freedom.

Meagan has over 8 years of customer service experience that she gained through client service roles in real estate and the insurance industry. She began her career in wealth management in 2016 working as a Client Service Representative for Arbor Asset Management. Meagan supports the team by exceeding client expectations while keeping a close eye on details. Meagan is a Michigan native and resides in Ann Arbor with her son.

Merideth began her financial career in 2003 as a client service associate at FIM Group. At FIM Group Merideth provided service to clients professionally, responding to regular inquiries, assisted clients in transferring funds, issuing checks and ensured all suitable and required account documents were acquired. Merideth excels at communicating with other financial consultants on her team by informing them of details and activities associated with client transactions and accounts.

Merideth became a member of Mercer Advisors in December of 2018 bringing with her a wealth of knowledge in client service. At Mercer Advisors, Merideth is committed to continue establishing and maintaining strong client relationships providing exceptional service.

When Merideth is not at work she enjoys the beautiful town of Traverse City where she enjoys several community events and festivals, attending the farmers market, dining at the great restaurants and enjoying the beauty of the four seasons in Michigan.