Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.

Financial Advisors in Traverse City

Our Traverse City advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including CERTIFIED FINANCIAL PLANNERS™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Speak with a Traverse City Advisor

Meet Your Traverse City Team

Matthew R. Bohrer

Matthew R. Bohrer

Client Advisor and Regional Director

Renée Egelski

Renée Egelski

Client Advisor

Merideth Gillis

Merideth Gillis

Client Associate

Marsha Grant

Marsha Grant

Client Associate

Joseph Henry

Joseph Henry

Regional Vice President

Becky Leslie

Becky Leslie

Client Associate

Kevin Russell

Kevin Russell

Client Advisor

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Talk to Us.

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