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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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, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Dane Sauer

Dane Sauer, CFP®

Managing Partner

Chicago, Schaumburg, Green Bay, Madison, Onalaska

Kyle Svetlik

Partner

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

Ann Arbor, Livonia, Onalaska, Portage, Traverse City, Grand Rapids

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Dana DeLance - Wealth Advisor

Dana DeLance, CFP®

Wealth Advisor

Schaumburg, Chicago

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

Lauren Rosberg Photo

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

Wealth Advisor

Schaumburg, Chicago

Ryan Bly

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

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, AEP

Partner

Livonia, Onalaska, Traverse City

Christopher Sporer

Regional Vice President

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ellie Johnson

Ellie Johnson

Client Development Associate

Max Bromley

Regional Vice President

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