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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Dane Sauer, CFP®

Managing Partner

Chicago, Green Bay, Madison, Onalaska, Schaumburg, Milwaukee – Brookfield

Katelyn Depew

Partner Sr. Wealth Advisor

Chicago

Dana DeLance, CFP®

Wealth Advisor

Schaumburg, Chicago

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Lauren Rosberg, MA, CFP®, CRPC®, CDFA®, AEP®

Wealth Advisor

Schaumburg, Chicago

Ryan Bly, CPFA®, CEPA. NQPC™

Wealth Advisor, Retirement Plans

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

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Christopher Sporer, CFP®

Regional Vice President

Chicago

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ellie Johnson

Client Development Associate

Schaumburg, Chicago

James Bondar

Client Development Associate

Chicago

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village

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Meet our Advisory Team

Search results for:

Dane Sauer, CFP®

Katelyn Depew

Dana DeLance, CFP®

Grace Bossert, CFP®, CSRIC®

Lauren Rosberg, MA, CFP®, CRPC®, CDFA®, AEP®

Ryan Bly, CPFA®, CEPA. NQPC™

Lucas Schwaller, CTFA®, CES®

Christopher Sporer, CFP®

Dominic Colletti, CFP®

Ellie Johnson

James Bondar

Laura Combs, CFP®, MBA

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How To Open a Trump Account for Your Child

The DINK Financial Advantage: Building Wealth Together

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