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: Green Bay

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Dane Sauer

Dane Sauer, CFP®

Wealth Advisor, Sr. Director

Chicago, Schaumburg, Green Bay, Madison, Onalaska

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

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

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning

Lindsey Wetzel, CFP®

Client Service Specialist

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Creative professional working together

Tax Planning

Tax Planning for Creative Professionals: Simplifying Tax Complexities

December 18, 2025

Tax Planning

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

December 18, 2025

Investment Management

Investing in Secondaries in Private Markets

December 16, 2025

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