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.

Search results for:

Location: Green Bay

Clear All Filters

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

Dane Sauer

Dane Sauer, CFP®

Managing Partner

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

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

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

Lindsey Wetzel, CFP®

Financial Planner

Lucas Schwaller

Lucas Schwaller, MBA, CTFA®, CES™

Managing Director

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Green Bay, Madison, Minneapolis, Onalaska, Milwaukee – Brookfield

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning

Ready to get started?

Explore More

Investment Management

Surprisingly Strong Earnings Bolster the Stock Market

June 10, 2026

Investment Management

What a Stock Split Means for Your Portfolio

June 10, 2026

Estate Planning

Building a Lasting Legacy in the Era of the Great Wealth Transfer

June 8, 2026

Continue Browsing