Meet Jack
Jack has been a Wealth Advisor at Mercer Advisors since 2022. Prior, he was the Chief Operating Officer of Vintage Financial Services, which was acquired by Mercer Advisors. He ran his prior firm’s day-to-day operations and implemented strategic investments. He also managed many of the firm’s top client relationships as a Sr. Wealth Advisor. Jack thrives at helping clients navigate financial decisions and achieve life goals like buying homes, funding education, or retiring comfortably. Jack graduated magna cum laude from Western Michigan University with a bachelor’s degree in personal financial planning. He holds a master’s degree in personal financial planning from the College for Financial Planning.
Jack’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, Jack has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Relocating in retirement with a clear financial strategy
His working style
Jack is known for his empathy and deep listening. He takes the time to actively listen to a client’s values, concerns, and goals. This helps build trust and creates a deep understanding of their financial life beyond just the numbers. Jack aims to form a lasting partnership and to get to know personal details like family dynamics, hobbies, and the “why” behind financial goals to craft a truly personalized strategy. Instead of using financial jargon, he explains complex concepts in clear, easy-to-understand language. The goal is to make sure clients understand their financial plan and feel confident in their decisions. Jack is readily available to answer questions and proactively reaches out with relevant information or updates, reinforcing his role as an advocate for the client.
Jack in real life
What keeps you busy outside of work?
My family. My wife and I live in Ann Arbor and have two children, Hazel and Conrad, and a goldendoodle named Clark.
Why do you like working at Mercer Advisors?
At Mercer Advisors I’m able to truly help clients accomplish their goals each day in a supportive environment guided by the principal of always putting clients first.
Favorite thing about where you live?
We love living in Ann Arbor. We enjoy Summer Festival, the Ann Arbor Art Fair, and always have fun attending various Michigan athletic events. With family living on the west side of Michigan, we enjoy spending weekends in the summer at the beach.
Jack’s snapshots
Meet Jack’s Teammates
Michelle Soucie
Sr. Client Service Specialist
What Jack Says
Michelle and I work closely together and rely on each other to accomplish many responsibilities in servicing our clients. We have a high level of trust and respect that makes working together seamless.
Alexis Wilkinson
Financial Planner
What Jack Says
Lexi always brings solutions to the table and is able to offer a different perspective when working through various financial planning scenarios for clients. Our collaboration results in greater options for clients and better outcomes.
Matthew R. Bohrer
Managing Director
What Jack Says
Matt and I work together to continue to improve our ability to help clients each and every day. If any barriers arise, Matt is always there to help and together we’ve been able to achieve great outcomes for clients.
Articles by Jack
Ready to learn more?
Explore More
InvestmentNews 40 Under 40 2022: Each year, the InvestmentNews editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Nominees must be under the age of 40 on June 6, 2022, which is the date InvestmentNews’ 40 Under 40 honorees will be announced. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
The 2025 Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for ranking.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Nominees for Investment News’ ninth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 6, 2022, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.