Matt joined Mercer Advisors in December 2018 and oversees the Michigan area teams, helping to ensure a white-glove client experience. He began his career in the financial services industry in 1996 as a college intern with FIM Group in Traverse City, Michigan, where he eventually held various roles, including chief operating officer and chief compliance officer.
Inspired by a neighbor who owned a small business, Matt developed an interest in how the tax code could benefit business owners. He received his bachelor’s degree in finance from Michigan State University and his MBA from Lawrence Technological University.
A Traverse City native, Matt enjoys spending time outdoors with his family and attending his kids’ school sporting events. He has also been a board member of Traverse City West High School Athletic Boosters for many years.
Ann Arbor
2373 Oak Valley Drive Suite 110 Ann Arbor, Michigan 48103