Jack began his career in Financial Planning in 2010. Prior to joining Mercer Advisors, he was the COO and Senior Financial Planner at Vintage Financial Services, a wealth management firm in Ann Arbor, MI. Jack’s passion is helping clients achieve Economic Freedom®. In 2022, Jack was named by Investment News to their prestigious “40 Under 40” list which recognized forty individuals from all over the country that are the “rising stars” in the investment industry. Jack graduated magna cum laude from Western Michigan University where he earned a bachelor’s degree in Personal Financial Planning. He went on to earn a master’s degree in personal financial planning from the College for Financial Planning. Jack and his wife, Ashley, live in Ann Arbor with their daughter, Hazel, and goldendoodle, Clark.

Tammy has been helping individuals and families with their finances for over 25 years. She began her career as a CPA in public accounting preparing taxes and planning. Her outgoing personality and experience help her to ‘go the extra mile’ to provide clients with the tools needed to prepare for retirement and their life changes along the way.
Tammy earned a bachelor’s degree from Shepherd University in Accounting and is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ Professional. Tammy serves on the board for Children’s Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.

Nathan enjoys helping clients with an area of life that could otherwise be a center of stress. Bringing together the technical side of financial planning and the personal side of connecting with people allows him to help clients achieve success, whatever that means to them. As goals change throughout a client’s life, he’s available to work with them to reevaluate their plan and tailor it accordingly. Nathan graduated from Central Michigan University with a bachelor’s degree in personal financial planning and immediately joined Vintage Financial Services, now part of Mercer Advisors. He’s a CERTIFIED FINANCIAL PLANNER™ professional and serves on the board of the Michigan chapter of the Financial Planning Association®. Nathan enjoys playing golf and ultimate frisbee in summertime. When not outdoors, he’s probably watching sports, especially the Central Michigan Chippewas and all of the Detroit sports teams.

Michael started his career in the financial planning industry in 2019 and joined Mercer Advisors in 2022. He graduated from Central Michigan University with a degree in personal financial planning. Michael assists clients with risk management, tax planning issues, asset allocation, and cash flow analysis. Michael’s passion is to connect with clients by listening to their goals and long-term retirement dreams to help make them a reality. Michael has a Bachelor of Science in Business Administration majoring in Personal Financial Planning from Central Michigan University and is a CERTIFIED FINANCIAL PLANNER™ Professional. In his free time, Michael enjoys playing golf and skiing in the winter. He enjoys all types of music and doesn’t miss an opportunity to play euchre.

Doug uses his analytical skills and emotional intelligence to help clients generate joy and security from their financial lives. He does this by building financial strategies that bring client’s values to life. Doug graduated from the University of Pennsylvania with a degree in Philosophy, Politics, and Economics. He has studied at the American College of Financial Services and the University of Chicago’s Booth Executive Education Program. Doug is a CFP® professional. He also holds the ChFC® and CIMA® certifications. Doug is a husband, father, aspiring stoic, and movie buff. He is also a member of the Washtenaw Estate Planning Council. When he isn’t working or spending time with family, he enjoys walking his dog, Boss. He is always ready for an enjoyable conversation and loves to laugh.

Debbie enjoys the personal connections she has with clients and values her role as a trusted advisor. She is a Certified Public Accountant (CPA) with over 25 years of tax experience, Debbie is excited to provide retirement and financial planning to her clients as a part of Mercer Advisors. Debbie also has the CERTIFIED FINANCIAL PLANNER™ (CFP ®) and Certified Divorce Financial Analyst (CDFA™) certifications. One of her areas of specialization is helping clients with the financial pieces of the divorce process. Debbie serves as treasurer for the Washtenaw Estate Planning Council and is currently the finance elder for Geneva Presbyterian Church. Debbie enjoys golfing, hiking and hanging out with her husband and 2 kids. More recently she has enjoyed skiing and snowmobiling in Montana!

Michelle’s focus is on providing unparalleled service to clients along with valued support to her team. Michelle’s career path has always been client-focused, starting in 1992 when she acted as a mediator between clients and franchise owners for a global firm. She then moved to private banking at Northern Trust Company, and, after a break while having her children, she started at Vintage Financial Services, now Mercer Advisors in Ann Arbor. In all her roles, client satisfaction was paramount. Michelle graduated from Western Illinois University with a business degree. In Michelle’s spare time, she enjoys activities with her three kids. She is a musician who writes her own music and performs on local stages. She is also the author of the book “A Mother’s Manual for Self-Care.”

Jory joined Vintage Financial Services in 2022 as a Client Service Specialist. Jory enjoys being the first friendly face clients see when they visit the office and providing them with a warm greeting. For better or worse, he is the designated office ‘plant dad’. He supports the advisors and assists with ensuring paperwork and transactions are done timely and efficiently. He grew up in Ann Arbor, Michigan, where he now raises two very spoiled dogs, Alexander Hamilton and Steve Irwin. Prior to joining the team, he worked at Ann Arbor Public Schools, working to educate students with special needs. Jory studies sign language and works on creative projects such as sewing, painting, interior design, and furniture refurbishment. He hopes to bring inclusivity and creative flair to every aspect of his life.

Tony began his financial services career in 2000. Since then, he’s served high-net-worth and ultra-high-net-worth clients to help attain their financial freedom. As a CERTIFIED FINANCIAL PLANNER™ professional, Tony has guided over 1,000 families in the development of their own unique wealth plan. A fundamental set of beliefs are his daily motivation for serving clients best: consolidating assets in as few institutions as possible, creating a defined process for investing hard-earned money, and implementing a legacy plan to help ensure that loved ones are cared for in the future. Outside of work, Tony enjoys spending time with his wife and their three teenagers.

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

Niki began her career in operations in Ann Arbor, Michigan at RelaxStation in 2011 before moving to Vintage Financial Services and now Mercer Advisors. She calls Mercer Advisors her professional home where she hopes to retire. Niki plays a crucial role in supporting clients and staff by skillfully managing our suite of data software tools and overseeing office operations. She made a recent move to Ypsilanti and loves the area. Outside of work, Niki loves nature, enjoys helping others, playing board games with her kids, and reading on the couch with a cup of hot tea.