Meet Michael
Michael is a Sr. Wealth Advisor based in Denver, Colorado. Prior to joining Mercer Advisors in 2024, he spent 16 years with Transitions Wealth Management, LLC in various roles including as a Principal. Michael began his career with Morgan Stanley before enjoying successful stints at both Charles Schwab and Bank of the West. Michael is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Association, Colorado Planned Giving Roundtable (CPGR), and the Estate Planning Council of Southeast Denver. He earned a BBA in finance from Freed-Hardeman University.
Michael’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, Michael has focused experience in these areas:
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
His working style
Michael is known for his ability to relate to his clients and guide them through difficult choices. He has a knack for being able to take complex issues and make them understandable. He is a problem-solver who loves a good challenge and will encourage his clients to live their best life.
Michael in real life
What keeps you busy outside of work?
Originally from Kentucky, I have a passion for basketball as well as collecting and sippin’ great bourbon. My wife and I love to travel and see the world. I’ve been to 42 states and 21 countries. At home, I stay busy with my five rescued chihuahuas.
Any words you try to live by?
“If you want to go fast, go alone. If you want to go far, go together.”
Why do you like working at Mercer Advisors?
When we sold our firm at the end of 2023, we had fully vetted Mercer Advisors and I have described it to our clients as the company we would have grown up to be had we been given enough time. The culture here is unlike anything I’ve seen in my long career.
Michael’s snapshots
Meet Michael’s Teammates
Nicole M. Duman
Client Service Specialist
What Michael Says
Nicole makes the trains run on time. She’s amazing at coordinating every aspect of service to help ensure a great client experience.
Charles Wetmore
Sr. Financial Planner
What Michael Says
After hiring and helping to mentor Charles, it brings me great joy to see him flawlessly executing his role as a financial planner for my clients.
Ben Rowse
Wealth Advisor, Director
What Michael Says
Ben provides advice and direction that helps me identify the most efficient ways to find and use all the resources we have at Mercer Advisors to deliver significant value to our clients.
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