When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Macon
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
We’re built differently
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
Meet our talented wealth advisors in the Macon area
They’re here to help you connect all your financial dots
Bill Ennis
Sr. Wealth Advisor
Bill Ennis
Sr. Wealth Advisor
CPA/PFS
Bill has a broad range of experience in financial services. Early in his career, Bill worked in the Audit Division of Arthur Andersen in Atlanta, GA. He also served as Vice President of Internal Audit for Charter Medical Corporation and Vice President of Business Ethics and Compliance for Charter Behavioral Health Systems. Prior to joining Day & Ennis in 2003, Bill was Director of Finance for a regional health care company. Bill received an undergraduate degree in Accounting from Columbus State University and a master’s degree in accounting from the University of Georgia. He has served as a Board member and Treasurer of the Downtown Macon Rotary Club and as Chairman of the Board of the Macon Volunteer Clinic. He also served on the Board of Trustees of First Presbyterian Day School. Bill lives in Macon, GA and has two children, Spencer and Rebecca. He enjoys spending time with his family in the north Georgia mountains.
Matt Heller
Sr. Wealth Advisor
Matt Heller
Sr. Wealth Advisor
MBA, CFP®
Matt began his financial planning career in 2006 working extensively with healthcare professionals. He managed the pension plan for Atrium Health Navicent, one of the largest healthcare retirement plans in the state of Georgia. In 2013, Matt joined Day & Ennis and became a partner in 2018. Day & Ennis was acquired by Mercer Advisors in 2023. Matt received his BS and MBA from Georgia Southern University. Matt presently serves as the President for the Central Georgia Estate Planning Council and sits on the Board for Community Foundation of Central Georgia. Matt was a founding board member for the Mercer University Student Management Investment Fund, a member of the Rotary Club of Macon and graduate of Leadership Macon. Matt and his wife Jennifer, a Macon native have a son, Stone.
Matthews Barnett
Wealth Advisor
Matthews Barnett
Wealth Advisor
CFP®, ChFC®
Matthews has worked in the financial services industry since 2012. He served on large broker-dealer teams in Atlanta before transitioning to the fiduciary side in 2020. In 2022, Matthews moved back to his hometown of Macon, Georgia, and worked as a Financial Advisor at Day & Ennis before it merged with Mercer Advisors in 2023. Matthews enjoys helping clients reach their financial goals through comprehensive planning. He has CERTIFIED FINANCIAL PLANNER™ certification and is a Chartered Financial Consultant® professional as well as holder of the FINRA Series 65 license. Matthews received a bachelor of business administration degree from the University of Georgia Terry College of Business. He’s a graduate of the Leadership Macon program of the Greater Macon Chamber of Commerce, and he serves on the Central Georgia Estate Planning Council and the Financial Planning Association. He’s also a member of the Macon Civic Club. His wife is a Valdosta native and Auburn alum, and they have a son. When not working, Matthews enjoys spending time with family and friends, playing golf, traveling, and going to concerts.
Lizzie Gossett
Financial Planner
Lizzie Gossett
Financial Planner
Lizzie began her career in financial planning in 2020. Her desire is to help people improve their lives is what originally led her to financial planning. Lizzie graduated Summa Cum Laude from Auburn University with a Bachelor of Science in Finance and became a CERTIFIED FINANCIAL PLANNER™ professional in 2022. Lizzie provides advanced planning support, enjoys developing client relationships, and managing the financial planning workflow. In her free time, Lizzie coaches people in their health and wellness. She is an active member in her church, the Junior League of Macon, and the Central Georgia Estate Planning Council. Her interests include cooking healthy meals with her husband, Skylar, running with her two golden doodles, and is anxiously awaiting the arrival of her first son this December.
Autumn Vaughn
Financial Planner
Autumn Vaughn
Financial Planner
Autumn began her career in the financial services industry after graduating from The University of Georgia in 2020 with a Bachelor of Science degree in Financial Planning. While in college, Autumn interned as a Financial Counselor for people in Athens, Georgia in need of financial guidance which is where she found her passion for serving others by helping people manage their finances in order to achieve their goals for the future. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2022. Autumn lives in Gray, GA with her husband. Outside of the office, she enjoys reading, crafting, and testing out new recipes in the kitchen.
Helen Shingler
Sr. Manager, Client Service
Helen Shingler
Sr. Manager, Client Service
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.