Meet Michelle
Michelle is a Sr. Wealth Advisor at Mercer Advisors. She joined the firm in 2024 through the acquisition of Transitions Wealth Management. Michelle joined Transitions in 2015 as an administrative assistant. Within 14 months, she was managing clients and helping the firm grow by three times its size, while also expanding offerings and services to clients. She became a Sr. Wealth Advisor and owner after four years with Transitions, and continued to support the growth of excellent client service and offerings. She enjoys taking a client from feeling anxious to confident, and watching the transformation that happens from seeing the plan unfold. Michelle earned a B.S. degree in finance from Colorado State University, Fort Collins. She has been a CERTIFIED FINANCIAL PLANNER® professional since 1998.
Michelle’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, Michelle 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
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Complexities of inherited wealth, from taxes to legacy
- Family businesses navigating succession, liquidity, and legacy goals
Her working style
Michelle is good at asking questions that go deeper into the “why” to help build a successful relationship and wealth plan. Her ability to problem-solve with colleagues and clients creates intentional recommendations for helping clients feel truly heard, cared for, and confident they have a great plan.
Michelle in real life
How do you give back?
I love to serve young women in their pursuit to be confident, kind, and cared for. I have hosted a book study with four to eight young women for over five years. Pouring love and care into these amazing young ladies is life-giving to me.
Any words you try to live by?
I deeply believe integrity is vital to my joy. A quote I love is, “Always do what is right, especially when no is looking.” I have never regretted doing the right thing, even when it was hard!
What keeps you busy outside of work?
I love to travel and play golf. Getting to experience the amazing people and places in this world helps me have a grateful heart and a good work ethic!
Michelle’s snapshots
Meet Michelle’s Teammates
Gracie Tiedeman
Client Service Specialist
What Michelle Says
Gracie cares for our clients and provides exceptional service. She is always willing to pitch in and help!
Charles Wetmore
Sr. Financial Planner
What Michelle Says
We work together toward client objectives and solve for many outcomes. He is always prepared and knowledgeable.
Bruce R. Bendell
Sr. Wealth Advisor
What Michelle Says
Bruce is always good at taking care of his clients’ planning concerns. He is thoughtful and a great sounding board for helping clients understand complex strategies.
Ready to learn more?
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