Meet Tom
Tom is a Partner based in Livonia, Michigan. He joined Mercer Advisors in 2026 after serving as Sr. Wealth Advisor at Mainstay Capital Management for seven years. Tom earned a B.A. degree in business administration from Western Michigan University and is a CERTIFIED FINANCIAL PLANNER® professional.
Tom’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, Tom has focused experience in these areas:
- Guiding clients through living in retirement with steady income and smart planning
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- After a layoff, helping clients protect what they’ve built and chart a path forward
His working style
Tom is known for his thoughtful questions, calm presence, and skillful ability to simplify complex decisions. Instead of using financial jargon, he explains complex concepts in clear, easy-to-understand language, and he loves building long-term relationships grounded in trust, transparency, and purpose.
Tom in real life
What keeps you busy outside of work?
My family. My wife and I live in Canton and have three children: Elle, Jack, and Reese.
Why do you like working at Mercer Advisors?
Being at the center of our clients’ family office and being able to help them with all their tax, estate, investment management, and financial planning needs.
What makes you tick?
I enjoy learning new things and consider myself a lifelong learner. I always learn something from working with my clients, and I love how this profession allows us to grow together.
Meet Tom’s Teammates
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