Meet Mike
Mike is a Regional Vice President based in Walnut Creek, California. He joined Mercer Advisors in 2023 after serving nearly 20 years at First Command Financial Serves, where he was Vice President of Division Operations overseeing 17 managing directors and 135 advisors. He advanced at First Command from Sr. Financial Advisor in North Carolina, California, and New York to Managing Director before becoming Vice President. In his current role, Mike strives to understand prospective clients’ needs and financial pain points to determine if Mercer Advisors is a good fit for them and align them with a hand-picked advisor suited to their situation. Mike earned a B.S. degree in communications from San Diego State University.
His working style
As a connector and empathetic storyteller, Mike builds deep trust and uncovers the needs of the people he meets. By driving strategic action, he guides them to the exact opportunities and resources that can maximize our ability to help them succeed.
Mike in real life
What keeps you busy outside of work?
Spending time with family and friends. A love for travel, whether that be to the mountains (Lake Tahoe), to the beach, or internationally.
What are your favorite things about the Bay Area?
Living in the Bay Area gives access to so many options. Great food, culture, and outdoor adventure are within minutes (both the beach and the mountains), all while having some of the most beautiful weather you’ll find anywhere.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because of the genuine care and love people have for one another and for our clients. We have a team-first, solution-oriented approach in all that we do, and it makes it a great place to come to work each day.
Meet Mike’s Teammates
Karrie Spencer
Managing Partner
What Mike Says
Karrie is the ultimate connector and problem solver. I can always count on her to strategize which advisor is the best fit for the potential clients we work with and areas where we can help.
Brian Holmes
Regional Vice President
What Mike Says
Brian is steady and an even keel. When I need someone to prove a unique prospective or to take a step back and look at a situation, Brian really stands out.
Grant Wilson
Manager, Wealth Strategist
What Mike Says
Grant supports the team of regional vice presidents to provide complex financial planning that helps demonstrate to clients the impact we can have when helping them with a plan.
Lorenzo Riley
Principal
What Mike Says
Lorenzo’s energy, empathy, and leadership inspire his clients as well as the advisors he coaches.
Steven Elliott
Tax Director
What Mike Says
Steve is always there to support wealth advisors and regional vice presidents and is as selfless as they come. Steve makes an impact on the clients that I introduce to him as well as on me as a Mercer Advisors client.
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