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: Madison

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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

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®

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

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

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

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Kaitlynn Lopez

Client Service Specialist

Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

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