Meet Renée
Renee is a Wealth Advisor based in Traverse City, Michigan. She joined Mercer Advisors in 2018 through the acquisition of FIM Group where she served 12 years. Prior, she was a financial advisor at Waddell & Reed for five years. Inspired to pursue wealth management after witnessing how lack of knowledge, poor planning, and an instant gratification mindset can lead to financial instability, stress, and fear, Renée is dedicated to making a positive impact on her clients’ financial well-being. Renee earned a B.A. degree in liberal studies from Grand Valley State University. She is also a CERTIFIED FINANCIAL PLANNER® professional.
Renée’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, Renée has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Renée is known for her calm, friendly, and empathetic demeanor. She truly cares about her clients and enjoys building long-term collaborative partnerships through trust and transparency. If you value promptness and attention to detail, and want a steady hand through big financial moments, Renee is a good fit for you.
Renée in real life
What keeps you busy outside of work?
I enjoy spending time with my husband and our two kids. I can often be found at a hockey rink watching our son play or with a good book or puzzle. We also love to travel.
Favorite thing about where you live?
I moved down to Northville, in the Detroit area, after living in northern Michigan my whole life. I’m enjoying the slightly milder weather and the access to so many more things to do, from restaurants and stores to sporting events.
What’s one thing you are surprisingly good at?
I am very organized and have an eye for spatial relation of objects (i.e., making the most of the space packing for a trip or move). This is beneficial for puzzling and for financial planning, the ultimate puzzle.
Renée’s snapshots
Meet Renée’s Teammates
Kadin LaCross
Client Service Specialist
What Renée Says
Kadin is dedicated to excellent client service and is a huge help to me in effectively servicing my clients in a timely manner.
Matthew R. Bohrer
Managing Partner
What Renée Says
Matt and I have been working together for more than 20 years. He provides guidance, leadership, and coaching for all of his teams in the Midwest Region. He is a master at juggling his many responsibilities.
Steven Elliott
Tax Director
What Renée Says
Steven is one of our many tax specialists. He is extremely knowledgeable and is always at the ready to help assist me with clients’ complex tax situations.
Ready to learn more?
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