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: Chicago

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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

Christopher Sporer, CFP®

Regional Vice President

Chicago

Katelyn Depew, CFP®

Partner

Chicago, Schaumburg

Dane Sauer, CFP®

Managing Partner

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Schaumburg

Ellie Johnson

Client Development Associate

Chicago

Holly Okland

Director, Wealth Strategy

Chicago

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

Minneapolis, Onalaska, Green Bay, Madison, Schaumburg, 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, Colorado Springs

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Meet our Advisory Team

Search results for:

Dana DeLance, CFP®

Grace Bossert, CFP®, CSRIC®

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

Ryan Bly, CPFA®, CEPA, NQPC™

Christopher Sporer, CFP®

Katelyn Depew, CFP®

Dane Sauer, CFP®

Dominic Colletti, CFP®

Ellie Johnson

Holly Okland

Lucas Schwaller, CTFA®, CES®

Laura Combs, CFP®, MBA

Ready to get started?

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Trump Accounts vs. 529 Plans: Which Should You Choose?

What To Do With the Money You’re Not Going To Spend

Planning a California Residency Change Before Your Liquidity Event

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