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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Livonia

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 Livonia 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.

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.

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.

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.

Steven J. Deceuninck

Wealth Advisor

Steven J. Deceuninck

Steven J. Deceuninck

Wealth Advisor

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 PLANNERTM and a Certified Fund SpecialistTM.

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.

Renée Egelski

Wealth Advisor

Renée Egelski

Renée Egelski

Wealth Advisor

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 PLANNERTM 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 Russell

Wealth Advisor

Kevin Russell

Kevin Russell

Wealth Advisor

CPA, CFP®, AAMS®, CRPC®

krussell@merceradvisors.com

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 PLANNERTM 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.

Michael Snider

Wealth Advisor

Michael Snider

Michael Snider

Wealth Advisor

Mike began his career in the financial services industry in 2015. Prior to joining Mercer Advisors, he gained valuable client service and financial planning experience as a registered representative with Edward Jones. Mike enjoys helping clients achieve their best context for economic freedom and volunteering in the community. Mike graduated from Central Michigan University with a Bachelor of Science degree in Personal Financial Planning and holds the FINRA Series 66 license.

George Herr

Associate Financial Planner

George Herr

George Herr

Associate Financial Planner

George began his wealth management career in 2021. Prior to joining Mercer Advisors, he had a 30-year engineering career at Ford. George is very passionate about helping families reach their goals and attain economic freedom. George assists our Client Advisors with advanced planning support to provide outstanding service to our clients, and is a candidate for CFP® certification. Outside of the office, he loves to golf, play ice hockey, and spend time with his family.

Brittany Benvenuto

Client Service Specialist

Brittany Benvenuto

Brittany Benvenuto

Client Service Specialist

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 Wilkinson

Client Service Specialist

Alexis Wilkinson

Alexis Wilkinson

Client Service Specialist

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.

See our entire team

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.