Meet Haana Frank
Haana is Director of Financial Planning, based in the Onalaska, Wisconsin, office. She joined Mercer Advisors in 2020 in a client service role and advanced through financial planning roles to become Director in 2026. In 2023, she participated in a pilot group of financial planners that transitioned from a local office to the Mercer Advisors national Financial Planning Group. Haana began her financial services career at U.S. Bank in 2010. She is a CERTIFIED FINANCIAL PLANNER® professional.
Haana enjoys diving into clients’ financial information and coming up with ideas to achieve their goals and improve their current and future financial lives. She earned a B.S. degree in business administration with a minor in coaching from the University of Wisconsin — River Falls and is an MBA candidate at the University of Minnesota.
Her working style
Haana leads the financial planning team with a focus on thoughtful analysis, collaboration, and education, helping advisors and clients make informed decisions in pursuit of financial and retirement goals.
Haana Frank in real life
What keeps you busy outside of work?
Most of my free time is spent with my husband and kids. We love to travel to visit family members across the country and find new places locally. I coach my daughter’s soccer team, love playing catch with my son, and enjoy competitive volleyball with my husband.
Favorite thing about where you live?
The La Crosse, Wisconsin, area is part of the Driftless Region, meaning the ice caps did not flatten this area, unlike most of the Midwest. This caused bluffs along the Mississippi River that are not only beautiful, but also fantastic for hiking.
Why do you like working at Mercer Advisors?
The people. Everyone at Mercer Advisors wants to help people with their finances as well as reach their goals. We strive to be there to support our clients in every aspect of their financial lives.
Meet Haana Frank’s Teammates
Kristen Revis
Wealth Advisor
What Haana Frank Says
Kristen was my number two for years in financial planning, and she uses that knowledge and service to support her clients as a wealth advisor. She is dedicated to helping people achieve their financial goals and offers them the confidence they need to succeed. She always goes above and beyond for her clients.
Lisa J. Miller
Relationship Manager
What Haana Frank Says
Lisa brings experience, knowledge, and care to every client interaction. The service she provides to the clients is high-quality, whether it is simple account maintenance or complicated estate planning. When a task is assigned to her, I know it will be done thoroughly and thoughtfully. She always puts the clients first and helps make sure they are taken care of.
Jason Sobolik
Wealth Advisor
What Haana Frank Says
Jason finds the answer in the details. He has extensive knowledge in financial planning and taxes and brings that to his clients by diving deep into their finances to help find any available positive solutions. His calm demeanor allows him to be patient and understanding for his clients, who come from all walks of life — he puts them above all else.
Articles by Haana Frank
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