When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Columbus

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 Columbus 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

CFP®, MPAS®, AEP

tturko@merceradvisors.com

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.

Michael Snider

Wealth Advisor, Director

Michael Snider

Michael Snider

Wealth Advisor, Director

Mike began his financial planning career in 2015, helping families with their individual investment needs. In 2017, he joined Mercer Advisors because of its dedication to holistic financial planning. Mike enjoys leveraging financial technology tools to help clients match their life goals with their financial planning needs. He’s a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Personal Financial Planning program at Central Michigan University. Mike and his wife, who’s a doctor of physical therapy, love hiking in the U.S. national parks. They’ve been to more than half of the parks in the system, and their goal is to explore every one of them. In his free time, Mike enjoys reading nonfiction and history and researching family genealogy.

James S. Ryan

Sr. Wealth Advisor

James S. Ryan

James S. Ryan

Sr. Wealth Advisor

JD, CFP®, AIF®

jryan@merceradvisors.com

Jim began his wealth management career in 1979 as the founder of First Ohio Planning after earning his law degree from Capital University and a bachelor’s degree from the University of Virginia. His areas of expertise include high net worth financial planning, life insurance strategies, estate planning and company sponsored retirement plans. Jim is recognized by the Foundation for Fiduciary Studies as an Accredited Investment Fiduciary (AIF) as well as having obtained the Certified Financial Planner designation from the College for Financial Planning.

Jeff Smith

Wealth Advisor

Jeff Smith

Jeff Smith

Wealth Advisor

David S. Currier

Wealth Advisor

David S. Currier

David S. Currier

Wealth Advisor

David has spent 15 years in the investment space as an analyst, portfolio manager, investment banker, and wealth advisor. He has a comprehensive understanding of broad capital markets, with a specific expertise in the equity and fixed-income markets. Prior to joining Mercer Advisors, David was the Director of Portfolio Management at First Ohio Planning. His primary responsibilities included portfolio construction and management, client interaction, and building long-standing relationships with new clients. With a background in quantitative analysis, he’s well versed in translating economic indicators and positioning portfolios accordingly. David graduated from the University of Colorado Boulder with a major in economics. He has a certification as a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the CFA Society of Columbus.

George Herr

Financial Planner

George Herr

George Herr

Financial Planner

George began his wealth management career recently, in 2021. Prior to joining Mercer Advisors, he had a 30-year engineering career at Ford Motor Company. As he approached retirement, he recognized the need for a second career and found the complexity of financial planning to be very compelling. As a result, he earned the CERTIFIED FINANCIAL PLANNER™ certification and joined forces with Mercer Advisors. George assists our Wealth Advisors with advanced planning support to provide outstanding service to clients. Outside of work, he loves to golf, play ice hockey, and spend time with his family.

Alexis Wilkinson

Financial Planner

Alexis Wilkinson

Alexis Wilkinson

Financial Planner

Alexis began her career at Mercer Advisors in 2019 after earning a bachelor’s degree in accounting and finance from Eastern Michigan University. While attending college, Alexis gained industry experience through her internship at an accounting firm and worked as a banking professional. Alexis is currently pursuing her CFP® certification with aspirations of becoming a wealth advisor. She is driven by her passion to empower clients to achieve their versions of economic freedom. Outside work, Alexis enjoys traveling, hiking with her husband, and spending quality time with family on Drummond Island.

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.

Courtney Foley

Retirement Specialist

Courtney Foley

Courtney Foley

Retirement Specialist

Courtney started her career in the financial services industry in 2002 where she discovered a passion for educating and assisting clients in reaching their retirement goals. Courtney’s adaptive nature allows her to tackle every situation with a calm and collected manner while providing excellent service to her clients. Courtney grew up in a suburb of Columbus, Ohio and went on to earn a Bachelor’s of Art in Sociology from The Ohio State University. Outside of the office Courtney enjoys spending time with her family of four, reading, and volunteering for a variety of causes through VolunteerMatch.

Lisa J. Miller

Manager of Operations

Lisa J. Miller

Lisa J. Miller

Manager of Operations

Lisa is committed to establishing and maintaining strong client relationships and providing exceptional service. She began her financial career with First Ohio Planning over 30 years ago as director, client services and office management, bringing with her a wealth of knowledge in client service. At Mercer Advisors, Lisa is a Financial Paraplanner Qualified Professional™ (FPQP™) through The College of Financial Planning. She also has taken law classes at Capital University and Columbus State Community College. Lisa has spent time volunteering with Delta Society in their Pet Partners program at Riverside Hospital and with The Liberty Train and Rescue, a volunteer organization dedicated to rescuing, transporting and re-homing animals in need.

Haana Frank

Sr Financial Planner

Haana Frank

Haana Frank

Sr Financial Planner

Haana is a problem solver and utilizes her extensive knowledge in holistic financial planning topics to help guide clients toward reaching their goals. She started her career in the financial service industry in 2010. First with a U.S. Bank, she transitioned to wealth management in 2016 at Stifel Nicolaus Investments before joining Mercer Advisors in 2020. Haana graduated with a BA in business administration from the University of Wisconsin-River Falls and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside the office, Haana enjoys spending time with her husband and two young children, playing volleyball, and exploring the beautiful La Crosse area.

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.



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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.

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