Kyler Carson

Financial Planner

As a financial planner, I believe prudent guidance helps turn goals into achievable plans, grounded in discipline, clarity, and long-term thinking.

Meet Kyler

Kyler is a Financial Planner based in Traverse City, Michigan. He joined Mercer Advisors after earning a B.A. degree in financial management from Hillsdale College. He worked as a Summer Analyst intern at Stonebrook Private, a wealth management firm. Kyler finds motivation in helping clients and their families achieve their financial goals.

His working style

Kyler is a driven and motivated individual with extensive goals to be the best not only for his clients, but also for himself and those around him. He is committed to his team and the good of those who he serves. Kyler is driven by his faith and pledge to Mercer Advisors.

Kyler in real life

What keeps you busy outside of work?

I enjoy spending time with my wife, Riley, and raising our daughter. I am an avid hunter (duck, deer, turkey, and hopefully soon, elk) and enjoy spending time in the woods in my free time. I also enjoy fishing, hiking, and camping, and I find peace in nature.

How do you give back?

Involvement within my church and community

Any words you try to live by?

Strength rejoices in the challenge.

Kyler’s snapshots

Meet Kyler’s Teammates

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

Matthew R. Bohrer

Managing Partner

What Kyler Says

Matt is very helpful and truly cares about his co-workers. He and I work together on the right guidance for our clients’ financial plans.

Kevin Russell

Kevin Russell

Wealth Advisor

What Kyler Says

Kevin is great at communication and is helping me become a better financial planner through my commitment to serving clients.

Kadin LaCross

Kadin LaCross

Talent Developer

What Kyler Says

Kadin is very helpful to our clients and to me, always giving me tips and instructions as we find the right solutions for our clients

Ready to learn more?

Mercer Advisors Team