Meet Michael
Michael is a Wealth Advisor based in Tampa, Florida. He joined Mercer Advisors in 2023 through the acquisition of Paragon Wealth Strategies where he was a Sr. Financial Planner since 2017. Michael earned a B.S. degree with a concentration in finance from Stony Brook University. He is also a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional. Michael brings a different perspective to financial planning and client coaching as a result of having witnessed the difficulties his parents experienced in navigating the complexities of the financial system after relocating to the U.S. from Europe. He approaches every client with advice as genuine as he would offer to his own parents.
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:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Michael believes a thorough financial plan is the cornerstone of making smart decisions. His most rewarding moments come when clients feel the weight of uncertainty lift off their shoulders — seeing everything come together into a clear, streamlined financial picture. If you value clarity, confidence, and a partner who brings structure to complexity, Michael is the right fit for you.
Michael in real life
What makes you tick?
Solving problems and creating clarity with predictable outcomes.
Any words you try to live by?
The best financial strategy is one with no surprises — clarity and preparation help turn uncertainty into confidence.
What keeps you busy outside of work?
I love to travel and have visited 19 countries so far, with many more to go!
Meet Michael’s Teammates
Brett Sperin
Sr. Vice President
What Michael Says
I believe true success in wealth management comes from continuously delivering positive outcomes — because consistency builds trust, and trust creates lasting impact. Brett is at the forefront of building that trust for our clients.
Ryan Frankel
Principal
What Michael Says
The toughest challenges become manageable when faced together. With the right teammate, like Ryan, even the most complicated situations can turn into opportunities for growth and success.
Michelle Hendry
Sr. Wealth Advisor
What Michael Says
Success becomes inevitable when you partner with experience like Michelle’s — complex challenges can turn into clear paths, and goals transform into achievements.
Ready to learn more?
Explore More
Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next
March 24, 2026