Mercer Advisors’ Green Bay team, serving clients since 1989, blends local expertise with personalized service. With deep community ties, including a Packer Board member and an Ashwaubenon High School graduate, they specialize in working with families, retirees, and business owners, offering tailored financial guidance.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Green Bay
Green Bay Offices Fast Facts & Specialties
- Deep experience working with: Families, retirees, and business owners, especially those involved with the Wisconsin Retirement Systems pension.
- Specialized solutions for: Pension, tax planning, business ownership strategies, and wealth transfer planning.
- Local expertise: Our team includes a member of the Packer Board serving on their Audit Committee and a graduate of Ashwaubenon High School, highlighting our deep roots in the community.
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Green Bay community and specializes in areas relevant to local residents.
Working closely with clients allows me to offer personalized strategies that evolve with their lives, ambitions, and challenges.
My role is to provide clarity and confidence, helping clients navigate the complexities of their financial journey with ease.