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.
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.
They’re here to help you connect all your financial dots
Brent Kerstetter
Sr. Wealth Advisor, Director
Brent Kerstetter
Sr. Wealth Advisor, Director
CFP®, MBA
Brent loves getting into the weeds of finances with his clients: He has a knack for taking the complicated and making it palatable, allowing his clients to walk out feeling much more informed than when they first walked in. Brent worked for Sanford Financial for 18 years, joining the firm in 2004 after a previous career in commercial banking. Brent tailors retirement plan benefit packages for companies of all sizes and industries. He works directly with business owners to help customize and build proper retirement plans for their organizations.
In his spare time, Brent enjoys spending time with his children, Kelsey and Luke. He is also an avid outdoorsman – spending time with his family on Gun Lake during the summer, looking for a trophy buck in the fall, and hitting the ski slopes in the winter.
Scott Williams
Sr. Wealth Advisor, Director
Scott Williams
Sr. Wealth Advisor, Director
Life happens in the blink of an eye and Scott’s role is to plan for the unpredictable nature of life and help clients navigate the financial complexities that arise along the way. Scott joined Mercer Advisors via the Sanford Financial acquisition in May of 2022. Prior to the acquisition, he worked with Sanford Financial for 22 years, starting as an intern and working his way to partner. As a detail-oriented person, Scott prides himself on keeping his clients’ finances properly structured, prioritized, and focused on long-term objectives. He understands the value of trusted relationships and the responsibility of advocating for clients, anticipating needs, and having difficult conversations. In his spare time, Scott enjoys spending time in Northern Michigan with his wife, Tricia, coaching his son’s sports, and boating.
Todd Sanford
Sr. Wealth Advisor, Director
Todd Sanford
Sr. Wealth Advisor, Director
Todd engages deeply with clients, befriending many of them and inspiring a level of trust that goes beyond a typical professional relationship. Prior to joining Mercer Advisors in 2022, Todd founded Sanford Financial in March of 2000. Todd is a 1983 graduate of WMU and has held the CFP® certification since 1991. He became a CERTIFIED FINANCIAL PLANNER™ professional to help others establish a better quality of life, and his long-standing motto is: “It is not about you in life. Serving others allows for immensely rewarding experiences and fulfillment from those efforts.” Todd loves people and gets energy from their joys, sorrows, successes, stories, and milestones in life.
In his spare time, Todd enjoys playing tennis, skiing, reading biographies, various forms of art, antique cars, and many activities involving his deep Christian faith.
Matthew R. Bohrer
Wealth Advisor, Director
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.
Nick Bond
Wealth Advisor
Nick Bond
Wealth Advisor
CFP®, MBA
Nick has come to respect the fact that financial planning and investment management concepts can be confusing and intimidating. He has developed a passion for the consultative approach in educating others and helping break down the barriers into the pursuit of Economic Freedom™. Nick has worked for Sanford Financial for 11 years, starting his career in wealth management shortly after completing graduate school in 2011. Nick enjoys working with clients in discovering their personal passions and helping handle their financial tools to achieve their goals. He has also had the pleasure of teaching an evening class on investment principles as an adjunct professor at Kalamazoo College. Nick lives in Kalamazoo and when not working with clients, strives to lead by example as a great husband and father.
Liz Yunker
Associate Wealth Advisor
Liz Yunker
Associate Wealth Advisor
Elizabeth has been a member of the Financial Planning industry since 2012. Elizabeth obtained her bachelor’s degree from WMU. Through the Sanford Center at WMU, she has also had the opportunity to encourage financial literacy for college students and the greater Kalamazoo community. In 2020, WMU honored Liz with the 30 under 30 award—in recognition of her early accomplishments in the field. Her analytical mindset and holistic approach to developing a successful financial plan enables her to create a unique plan for every client. She works passionately to ensure her clients gain an understanding of their assets to empower them in future decisions.
At home, Liz and her husband Chad stay busy with 3 young boys: Mason, Marshall, and Maddox. Her family loves to be active and spend time by Lake Michigan.
Josh Davis
Client Service Specialist
Josh Davis
Client Service Specialist
Josh is excited to be a member of the Mercer Advisors team because it will allow him the opportunity to help others through financial planning, something he has always been passionate about. Josh joined Mercer Advisors in May of 2022 after graduating from Western Michigan University with a Bachelor of Business Administration in Finance. As a Client Service Specialist, he handles a hybrid role of portfolio rebalancing, translating portfolio holding allocations to clients, and building client relationships. Josh is currently pursuing the CFP® certification and hopes to eventually become a Wealth Advisor. He is an extremely motivated and determined individual who wants to do right by others. Josh grew up in the suburbs of Chicago and has a strong passion for spending quality time with his family and focusing on living a healthy lifestyle.
Madi Bradley
Client Service Specialist
Madi Bradley
Client Service Specialist
Madeline’s background in English has instilled a meticulous attention to detail and a strong capacity to think critically, which she balances with her fresh, creative perspective on the world. She has uncovered a strong affinity for Financial Planning as it shares a similar foundation with English: Human connection. Madeline joined Mercer Advisors via the Sanford Financial acquisition in May of 2022. Prior to the acquisition, she worked with Sanford Financial for a year and a half, where she focused on her licensing and career development, and directly assisted Scott Williams with his clientele. Madeline graduated from MSU Honors College with a Bachelor of Arts. She intends on pursuing her CFP® certification and utilizing her distinctive skillset to assist clients from all walks of life.
Ben Kautz
Managing Director
Ben Kautz
Managing Director
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.
Kristen Cordell
Retirement Specialist
Kristen Cordell
Retirement Specialist
Kristen enjoys interacting with people and delivering exceptional customer service, taking great reward from helping others. Prior to the Mercer Advisors acquisition, Kristen worked for Sanford Financial for 4 years where she educated and advised retirement plan participants within the Business Retirement Plans department. Having spent a majority of her career in the legal field, she is a detail-oriented, team-player who excels at multitasking.
Kristen obtained her Bachelor of Business Administration from Western Michigan University. She and her husband, Andy, have one son, Dylan. In her spare time, Kristen enjoys doting on her son and spoiled cats. A crafting enthusiast, she has a passion for sewing, scrapbooking, stamping, and beading. In the nice weather, she loves participating in cycling and being outdoors.
Tami Leffingwell
Client Service Manager
Tami Leffingwell
Client Service Manager
Tami is a highly experienced industry veteran of over 30 years, handling all aspects of client management and estate administration. Tami joined Mercer Advisors via the Sanford Financial acquisition in May of 2022. Prior to the acquisition, she worked with Sanford Financial for 21 years, where she focused on strengthening client relationships and assisting clients throughout their life journey.
Tami and her husband Glen had one daughter Nicole, who unexpectedly passed away in October of 2017 from a seizure disorder at the age of 23. Tami is passionate about life and serving in her community, and she takes care of those who are vulnerable or overlooked. Spending time with family, friends, their rescued border collie Jasmine, running, biking, dancing, and reading her bible provide Tami the greatest Joy!
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.
with one of our talented wealth advisors who will help you connect all your financial dots
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2023 Mercer Global Advisors Inc. All rights reserved.
If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.