Meet Nick
Nick is a Sr. Wealth Advisor based in the Portage, Michigan office. He joined Mercer Advisors in 2022 through the acquisition of Sanford Advisory, where he served for 11 years. He became a CERTIFIED FINANCIAL PLANNER® professional in 2014. Nick earned a BBA in finance and commercial law from Western Michigan University in 2009 and a MBA with a finance concentration from Western Michigan University in 2011.
Nick’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, Nick 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
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising physicians with insurance, debt, and investment strategies
His working style
Nick is known for his engaging dialogue, attentive listening skills, and his ability to explain complex financial concepts in plain English. He is passionate about helping clients fulfill their life’s pursuits and enjoys digesting the analytical data that many find intimidating. If you are looking for a trusted partner to guide your retirement journey, Nick is a good fit for you.
Nick in real life
What makes you tick?
I have a lifelong thirst for knowledge, constantly seeking to understand how new things work or how existing things might be improved.
What keeps you busy outside of work?
Family activities with our two sons, who are into sports, keeps me busy. I enjoy cooking, spending time in Northern Michigan, traveling, hiking, and catching sunsets. I also golf and try to be outdoors as much as possible.
Any words you try to live by?
“Be a blessing and you’ll be blessed.”
Meet Nick’s Teammates
Tami Leffingwell
Manager, Client Service
What Nick Says
I am constantly impressed by Tami’s passion for taking care of clients. She’s always a warm, attentive presence and willing to go above and beyond. Many of our long-time clients think of her as extended family, and I know I can count on her expertise and experience whenever it’s needed.
Scott Williams
Sr. Wealth Advisor, Director
What Nick Says
Scott was a mentor to me early in my career, especially during our years working together in the Portage office.Today, we continue to collaborate — sharing ideas, talking through client situations, and brainstorming creative approaches to financial planning.
Ready to learn more?
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