Meet Trace
Trace is a Wealth Advisor based in Scottsdale, Arizona. Before becoming a CERTIFIED FINANCIAL PLANNER® professional, Trace held roles in client service, portfolio consulting, and financial planning after joining Mercer Advisors in 2022. Prior to that, he worked as a project manager at the Mayo Clinic. He earned his B.S. degree in business management from Arizona State University.
Trace’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, Trace has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
His working style
Trace loves getting to know clients — their work, hobbies, and goals — and uses that to build tailored financial plans. He excels at breaking down complex financial talk into clear, useful insights. If you want an advisor who puts your values first and is a teacher at heart, Trace is a good fit for you.
Trace in real life
What keeps you busy outside of work?
Before work, my days begin with a long run or a gym session. After work, I spend most of my time with my wife and daughter. We travel and spend time with friends and family as often as possible.
What makes you tick?
Im a very curious person. I’m constantly reading, watching, and listening to educational content. Every day is an opportunity to learn something new.
Any words you try to live by?
“Every challenge is an opportunity.”
Trace’s snapshots
Meet Trace’s Teammates
Michael Van Boening
Sr. Manager, Financial Planning
What Trace Says
Michael and his team of financial planners bring our clients’ goals to life. It’s a collaborate approach from the start and the insights I can take to my clients are invaluable.
Aleesha Grimes
Sr. Manager, Client Service
What Trace Says
Aleesha and her team execute actions for our clients. Whether we’re moving money, setting up new accounts, or making changes to accounts, I have complete faith in Aleesha to execute at a high level.
Articles by Trace
Maximizing Returns and Tax Benefits on Home Improvements
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Economic Freedom™ for Millennials: Setting a Strong Foundation for the Future
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Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations
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