Meet Maggie
Maggie is a Wealth Strategist in the Ascend Group at Mercer Advisors. She joined Mercer Advisors in 2023 and focuses on delivering comprehensive financial solutions for the clients she serves, drawing on her background as Client Service and Investment Associate at Pearl Planning in Dexter, Michigan. Maggie earned a B.A. degree in finance from Michigan State University and is a CERTIFIED FINANCIAL PLANNER® professional and Certified Estate and Trust Specialist™.
Her working style
Maggie is known for her analytical mindset, attention to detail, and dedication to helping others. She is dedicated to helping build long-term relationships with clients and taking the time to understand each person’s distinct goals and circumstances. Maggie approaches every client relationship with patience, empathy, and a commitment to clear communication.
Maggie in real life
What keeps you busy outside of work?
Outside of work, you’ll usually find me spending time with my husband, exploring Ann Arbor, or planning my next trip. I grew up in Southwest Michigan and still enjoy spending time at Lake Michigan in the summer.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of its collaborative culture. I’m grateful for the opportunity to continuously learn from my colleagues, who are always willing to share ideas and support one another.
Favorite thing about where you live?
Ann Arbor is such a great place to live. There’s always something to do, whether it’s trying new coffee shops and restaurants, attending festivals and concerts, or enjoying the energy of college football season.
Meet Maggie’s Teammates
Madeline Trettel
Wealth Strategist, Ascend
What Maggie Says
Maddy and I work closely together on financial planning cases. She is supportive, collaborative, and always willing to tackle complex modeling and strategy questions. I appreciate having a colleague I can count on to brainstorm ideas, work through challenges, and provide thoughtful insights.
Steven Elliott
Director, Wealth Strategy — Tax Planning
What Maggie Says
Steve brings deep expertise, but what really stands out is his approachability and genuine willingness to help others. He is always happy to share his knowledge and provide guidance whenever it’s needed.
Jonathan Gossens
Sr. Investment Strategist
What Maggie Says
Working with Jon has been a great experience. His ability to take complex investment strategies and communicate them in a clear and understandable way is something I truly admire and continue to learn from.
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