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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
October 8, 2024
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
Randy Von Fumetti
Sr. Wealth Advisor
Randy Von Fumetti
Sr. Wealth Advisor
Beginning his career as an actuary, Randy held senior management positions with Allstate Life and ING/Voya Financial and was Chief Financial Officer for Lincoln Benefit Life Insurance Company. While in those roles, he observed many executives were not devoting adequate time and attention to managing their stock options, restricted stock grants, and other forms of executive compensation. After 23 years of helping companies manage risk and profitability at the enterprise level, he left the corporate world to work one-on-one with executives to help them manage their personal financial situations. Randy enjoys researching issues to bring creative solutions to complicated cases. He earned his bachelor’s degree in mathematics and actuarial science from the University of Iowa. He and his wife, Sherry, have three children.
Matt Busick
Sr. Wealth Advisor
Matt Busick
Sr. Wealth Advisor
CFP®, CRPC®
Matt has helped people grow, protect, and pass on their wealth for nearly 30 years. Driven by his passion for ensuring clients achieve financial independence, Matt founded and managed River Glen Wealth Counselors in 2008, offering comprehensive financial planning services nationwide. In 2023, he merged RGWC with Mercer Advisors. Before RGWC, Matt was a registered representative with firms like American Express Financial Advisors, Inc., where he earned the President’s Recognition for Quality Advice for ten consecutive years. Matt holds a Bachelor of Science in Human Development and Social Policy from Northwestern University and a Master’s in Business Administration from the University of Iowa. He serves as a director on the boards of The Rotary Club of Des Moines and The Rotary Club of Des Moines Foundation. Both natives of Northeastern Iowa, Matt and his wife live in Des Moines with their two children.
Lauren Kaniuk
Wealth Advisor
Lauren Kaniuk
Wealth Advisor
Lauren’s passion for empowering her clients is the driving force behind everything she does. She is fueled by building financial confidence in others through holistic planning. Lauren firmly believes that each family’s journey is unique, and their financial plan should be too. She joined Mercer Advisors in 2024, bringing with her five years of experience in financial planning. Lauren is a CERTIFIED FINANCIAL PLANNER™ professional. In her spare time, she loves performing onstage, traveling, and spending quality time with her husband and their dog.
Lindsey Starostka
Client Service Specialist
Lindsey Starostka
Client Service Specialist
Lindsey is passionate about understanding each client’s unique needs and backgrounds. She joined Mercer Advisors in 2024. Before transitioning to the financial services industry in 2020, she spent a decade as an athletic performance coach for professional athletes. Lindsey’s experience as a coach gives her the ability to offer enthusiasm and dedication when supporting her clients. She earned her bachelor’s degree from Iowa State University. Outside of work, she loves spending time with her husband and daughters, exploring outdoor activities, enjoying live music, and discovering new restaurants.
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.
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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.
October 8, 2024