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: Livonia Location: Onalaska Location: Traverse City

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Ben Kautz, CFP®

Executive Managing Partner, East Division

Ann Arbor, Cincinnati, Columbus, Livonia, Portage, Traverse City, Franklin

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, CFP®

Managing Partner

Chicago, Schaumburg, Green Bay, Madison, Onalaska

Matthew R. Bohrer

Managing Partner

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

George Herr, CFP®, RICP®

Wealth Advisor

Livonia, Traverse City, Troy

Jason Sobolik, CFP^®

Wealth Advisor

Onalaska

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

John Carney, CFP®

Wealth Advisor

Livonia, Troy

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Michael Snider, CFP®, ChFC®

Principal

Livonia, Ann Arbor, Troy

Renée Egelski, CFP^®

Wealth Advisor

Livonia, Traverse City

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

Steven J. Deceuninck, CFP^®, CFS^TM

Wealth Advisor

Livonia, Troy

Tracey Turko, CFP^®, AEP

Partner

Livonia, Onalaska, Traverse City

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Anthony Koehler, CFP®, MBA

Regional Vice President

Ann Arbor, Livonia, Portage, Traverse City, Troy

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Alexis Wilkinson

Financial Planner

Livonia

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

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