Meet Kevin
Kevin is a Wealth Advisor for Mercer Advisors, based in the Traverse City, Michigan office. He joined the firm in 2018 through the acquisition of Financial & Investment Management Group, where he was a Senior Financial Planner. Kevin earned a BSBA degree in accounting and a B.A. degree in criminal justice from The Ohio State University. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional. He also holds the Chartered Retirement Planning Counselor® and Accredited Asset Management Specialist® designations.
Kevin’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, Kevin has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- 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
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
His working style
Kevin is known for listening to clients’ financial concerns, asking thoughtful questions to clarify their situation, and providing solutions that are easy to understand with an individualized plan. If you are seeking to destress your lives around your finances, Kevin is a good fit for you.
Kevin in real life
What keeps you busy outside of work?
Outside of work, I enjoy spending time with my family exploring the wonderful Northern Michigan outdoors, including fishing, kayaking, and biking.
Favorite thing about where you live?
Northern Michigan provides an ample opportunity for outdoor activity exploration, including boating and fishing in the summer and snowboarding and snowmobiling in the winter.
Why do you like working at Mercer Advisors?
Mercer Advisors provides me with the resources and tools that allow me to give clients unbiased and individualized financial solutions that help meet their needs.
Meet Kevin’s Teammates
Matthew R. Bohrer
Managing Director
What Kevin Says
Matt is a great teammate who assists in the delivery of client services from our Traverse City office.
Renée Egelski
Wealth Advisor
What Kevin Says
Renee is a great resource for helping solve clients’ financial dilemmas.
Becky Leslie
Client Service Specialist
What Kevin Says
Becky helps our clients with their ongoing service needs so I can focus on their financial goals.
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