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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Dane Sauer

Dane Sauer, CFP®

Managing Partner

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

Jon Kennedy, CFP®, MSFS

Managing Partner, Regis Group

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

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

John Mowery

John Mowery, CFP®, MBA

Principal

Ames, Minneapolis

Katelyn Depew

Partner Sr. Wealth Advisor

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Charles Schwinck - Financial Planner

Charles Schwinck, TPCP™

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

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jake Meza, CFP®

Wealth Advisor

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

Kira Kinsman, CFP®

Wealth Advisor

Lauren Rosberg Photo

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

Wealth Advisor

Schaumburg, Chicago

Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

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Mercer Advisors Team

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