Meet Mike
Mike is a Principal in the Detroit, Michigan area. He joined Mercer Advisors in 2017 and advanced from client service to financial planning roles before becoming an advisor in 2020. He began his financial services career in 2016 at Edward Jones. Mike is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Consultant®, and a graduate of the Personal Financial Planning program at Central Michigan University. He was inspired to pursue his career by a professor who was passionate about how good financial planning can positively impact families across generations.
Mike’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, Mike has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Mike works with clients in a calm, thoughtful, and practical way. He listens closely, simplifies complex topics, and helps people see the real tradeoffs behind financial decisions. Rather than chasing predictions, he focuses on sound systems, steady progress, and reducing unnecessary mistakes. His aim is confidence and clarity, so clients leave meetings understanding what matters most and what comes next.
Mike in real life
What keeps you busy outside of work?
I enjoy spending time with my wife and son, traveling and hiking (been to more than half of the National Parks), and researching genealogy as a hobby.
What makes you tick?
I grew up in an environment of hard work and responsibility, which shaped a deep respect for money and the stress it can create. That’s why I’m motivated to help people bring clarity, confidence, and intention to their finances so money supports their life instead of complicating it.
Favorite thing about where you live?
I was born and raised in Metro Detroit, and my favorite part of this region is the people and community. I love having family and friends nearby, the energy around our sports teams, being part of the region’s continued regrowth, and discovering new restaurants along the way.
Mike’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Mike’s Teammates
Kadin LaCross
Talent Developer
What Mike Says
Kadin plays a key role in helping to ensure clear, timely communication, and smooth execution for our clients, acting as the operational backbone of our team. Together, we make sure nothing falls through the cracks so clients can focus on their goals with confidence.
Liz Yunker
Wealth Advisor
What Mike Says
Liz is a fellow advisor who brings thoughtful ideas and strong organization to how we serve clients. She helps ensure our planning is both well-designed and delivered in a way that is clear, intentional, and client-focused.
Anthony Koehler
Regional Vice President
What Mike Says
Tony supports prospective clients during the onboarding process and helps ensure there is a strong fit between their needs and our services. His involvement sets clear expectations and lays the foundation for a successful long-term relationship.
Articles by Mike
5 Financial Mistakes Young Professionals Should Avoid
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