Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Bloomington

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Laura Combs, CFP®, MBA

Executive Managing Director

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Minneapolis, Bloomington, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Mitchell (Mitch) Fiereck

Regional Vice President

Minneapolis, Bloomington

Karin Fure

Sr. Client Service Specialist

Sally Toomey

Client Service Specialist

Emily Ferrazzo

Emily Ferrazzo

Sr. Retirement Specialist

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