Meet Michael
Michael is a Wealth Advisor based in Cincinnati, Ohio. He joined Mercer Advisors in 2022 through the acquisition of The Asset Advisory Group where he was a Financial Advisor for two years. He began his career in financial services in 2008. Michael earned a B.S. degree in finance and marketing from Xavier University. He is a CERTIFIED FINANCIAL PLANNER® professional.
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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Advising physicians with insurance, debt, and investment strategies
His working style
Michael has an intense focus on client service and the client experience. He strives to ensure his clients have confidence about their financial lives. He values simplicity and clarity around investment strategy and account management. Michael enjoys building long-term relationships and getting to know his clients on a personal level.
Michael in real life
What keeps you busy outside of work?
My wife, Hilary, and I have three kids, Winnie, Elliott, and Louis. We stay busy with their activites and are close with our extended family. I enjoy golfing, listening to audio books, and watching sports, especially football, basketball, and horse racing.
How do you give back?
I am active in the greater Cincinnati commercial construction industry through my volunteer work at Allied Construction Industries and The Spirit of Construction Foundation. I was named 2025 Allied Construction Industries Volunteer of the Year. My family has multiple generations of contractors and I enjoy staying in touch with my roots by serving this community.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because we’re able to say to clients, “Yes, we can help with that.” We deliver on our model of being a multi-family office for our clients by offering tax planning and preparation, estate planning, insurance solutions, investment management, and financial planning. I love helping connect the dots between our many specialists.
Michael’s snapshots
Meet Michael’s Teammates
Josh Davis
Financial Planner
What Michael Says
Josh and I work together to build comprehensive financial plans for our clients. His technical expertise allows me to communicate effectively with clients.
Chad Slaughter
Regional Vice President
What Michael Says
Chad works tirelessly to educate prospective clients about Mercer Advisors and how we can help them. When it’s the right fit, he connects clients with me to help them reach their goals.
Sarah Stilley
Estate Planning Strategist
What Michael Says
Sarah helps develop foundational estate planning documents for our clients. She and her team are specialists who support me in helping ensure our clients’ funds are distributed according to their wishes.
Steven Elliott
Tax Director
What Michael Says
Steve is one of our many tax specialists who helps to answer my technical questions and develop strategies for our clients to save on taxes.
Brian Holmes
Regional Vice President
What Michael Says
Brian helps determine whether we’re the right fit for prospective clients. If it’s a good match, he’ll introduce me to clients to help them achieve Econonic Freedom™.
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