Meet Michael
Michael is a Sr. Director of Trust solutions who is based in Atlanta, Georgia. Michael joined Mercer Advisors in 2022 after serving as Chief Operating Officer at Arden Trust Company for more than seven years. Before that, he served at various financial services organizations and began his career in 1992. He specializes in helping clients understand trusts and their administration. Michael earned an MBA in finance from Syracuse University and a B.A. degree in economics from Hartwick College.
His working style
Michael uses his trust industry knowledge to thoughtfully and clearly explain the trust process and how it is integrated into the overall financial plan. He is dedicated to building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances.
Michael in real life
What keeps you busy outside of work?
Keeping up with my son’s hockey team and traveling the country to watch him play.
What’s one thing you are surprisingly good at?
I’m a decent pickleball player.
Why do you like working at Mercer Advisors?
Mercer Advisors has a process of incorporating all aspects of financial planning into one coordinated team.
Meet Michael’s Teammates
Tim Kallas
Sr. Vice President
What Michael Says
Tim is excellent in identifying clients with trust needs who would benefit from discussing trusts in more details.
Ashley Felton
Manager, Sr. Estate Planning Strategist
What Michael Says
Ashley is able to draft complex estate plans that include a corporate trustee to help mitigate any complex family dynamics.
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