Ann Arbor, MI Office

Jack Mccloskey is a CFP® professional with 12 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vintage Financial Services for 11 years before joining Mercer. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Douglas Watts is a CFP®, ChFC®, and Series 66-registered advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2022. His prior experience includes roles at Vintage Financial Services, Bank of America, Merrill, MML Investors Services, Mass Mutual Life Insurance Company, the Commonwealth of Pennsylvania, and Biomeme Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Maggie Wagner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Pearl Planning and has held roles outside the financial sector, including positions at the Berrien County Parks Department and Michigan State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a variety of low-cost investment vehicles and specialized programs.

Deborah Krone is a CFP® professional with three years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Vintage Financial Services, Andrews Hooper Pavlik PLC, and Rehmann. Outside of her financial advisory work, she is a one-third owner of Elite Enterprises, LLC, an ice cream shop in Canton, Michigan, where she handles payroll and financial duties. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts, low-cost index vehicles, and tax management strategies.

Tammy Wakevainen is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Her prior experience includes roles at Vintage Financial Services and Arbor Research Collaborative for Health, as well as a lengthy tenure at Elser & Briggs, PC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Michael Stros is a CFP® professional with five years of industry experience, currently serving clients at Mercer Global Advisors Inc. in Ann Arbor, Michigan. His prior experience includes roles at Vintage Financial Services and Beth Shutko's State Farm. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of low-cost investment options and provides specialized services such as retirement plan consulting and charitable advisory.