Meet Michael
Michael is Sr. Manager, Financial Planning, based in Denver, Colorado. He joined Mercer Advisors in 2024. After a career in manufacturing, IT, and sales, he made the transition to financial services and obtained the CERTIFIED FINANCIAL PLANNER® professional certification in 2019. Michael enjoys using his financial knowledge to build comprehensive plans that provide a roadmap for his clients’ financial journey. Michael earned a B.A. in Management from University of Phoenix. He is also a Retirement Income Certified Professional® and Certified College Financial Consultant.
His working style
Working with Michael feels like partnering with someone who truly listens, aligns with your goals, and helps you make confident decisions. His clear, thoughtful communication makes complex financial topics approachable, and his collaborative style ensures you stay in sync. When challenges arise, Michael offers insight — not just solutions. His blend of experience and empathy can be genuinely reassuring.
Michael in real life
What keeps you busy outside of work?
I love being in the outdoors with my wife and dog. We are avid hikers and cyclists and staying fit and healthy are priorities for us.
What’s one thing you are surprisingly good at?
Growing up, I wasn’t able to experience college and campus life. When I started in financial services I found that motivated me to share how to successfully save for education and carefully choose a college that “fits”. I love sharing information about college planning and saving for education using 529 plans.
Why do you like working at Mercer Advisors?
I love the collaborative nature of working with professionals across all planning disciplines. We offer a white-glove client experience.
Michael’s snapshots
Meet Michael’s Teammates
Robert A. Medvey
Sr. Wealth Advisor
What Michael Says
Rob and I frequently collaborate on his clients’ unique situations to bring our ideas to them. With Rob’s extensive advisory experience and my eMoney skills, we create compelling scenarios to share with his clients.
David H. Levy
Sr. Wealth Advisor, Sr. Director
What Michael Says
Working with David is an absolute joy as he is the “client whisperer”. He takes the complex technical plans that I build and explains the output with such ease and simplicity to his clients. His clients get a great combination working with us as a team.
Keith Wayne
Sr. Financial Planner
What Michael Says
Keith and I both share a passion for education planning. It’s great to have such a deep team of subject matter specialists at Mercer Advisors. When either of us have a client situation that requires more in-depth analysis and thought, we have mutual respect to consult with the other. Our clients get the benefit of our collective experience which makes our recommendations much stronger.
Articles by Michael
A Practical Guide to Higher Education: College Selection and Affordability
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Navigating 529 Plans: 11 Features You Need To Know
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