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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Traverse City

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 Traverse City area

They’re here to help you connect all your financial dots

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.

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.

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.

Merideth Gillis

Client Service Specialist

Merideth Gillis

Merideth Gillis

Client Service Specialist

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.

Becky Leslie

Client Service Specialist

Becky Leslie

Becky Leslie

Client Service Specialist

Becky Leslie joined Mercer Advisors in December 2018. Formally Becky was a client serves representative for FIM Group since April 2015 as a client services representative. She has been in the financial industry for 11 years. Prior to her financial industry experience, she worked for Hampton Inn Hotels as a Sales Manager and General Manager.

Becky grew up in Okemos and has been in the Traverse City area for the past 25 years. She and her husband, Mitch, are proud parents to Lauren and Ryan. Becky enjoys volunteering her time for the Grand Traverse Hockey Association and the Traverse City Figure Skating Club.

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.