Brent Kerstetter

Meet Brent

Brent is a Sr. Wealth Advisor based in Portage, Michigan. He joined Mercer Advisors in 2022 through the acquisition of Sanford Advisory Services where he helped build and run the firm. He joined Sanford Advisory services in 2004 after a previous career in commercial banking. He earned a BBA in finance from Eastern Michigan University and a MBA from Western Michigan University. Brent is a CERTIFIED FINANCIAL PLANNER® professional.

Brent’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brent has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Support for business owners, from growth and succession to liquidity events and legacy planning
Guiding clients through living in retirement with steady income and smart planning
For business owners, advice on selling your business to help maximize value — and plan what comes next
Helping dentists balance personal wealth goals with the demands of running a practice

His working style

Brent loves diving into the details of finances with his clients. He has a knack for simplifying complex concepts, helping ensure that his clients leave feeling much more informed than when they first arrived. His goal is to help you gain confidence and move toward achieving your Economic Freedom™.

Brent in real life

What keeps you busy outside of work?

I enjoy spending time with my family, golfing, and taking care of our small farm.

Favorite thing about where you live?

Our location provides wonderful amenities but is also a step away from the beautiful countryside.

How do you give back?

I provide financial literacy and education on a pro bono basis. I have also sat on multiple nonprofit boards throughout my career.

Meet Brent’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Brent counts on — and how they work together to support you.

Kelsey Holdridge

Client Service Specialist

What Brent Says

Kelsey is wonderful with clients and pays attention to details. She is self-reliant and works diligently to help ensure clients’ needs are handled quickly and effectively.