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: Onalaska

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Laura Combs, CFP®, MBA

Executive Managing Director

Dane Sauer, CFP®

Wealth Advisor, Sr. Director

Chicago, Schaumburg, Green Bay, Madison, Onalaska

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Jason Sobolik, CFP^®

Wealth Advisor

Onalaska

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

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

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

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

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Madison, Green Bay, Onalaska

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Nathan Schams

Client Service Specialist

Onalaska

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Insights

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December 8, 2025

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Deductible Expenses for Professional Athletes

Meet our Advisory Team

Search results for:

Laura Combs, CFP®, MBA

Dane Sauer, CFP®

Matthew R. Bohrer

Jason Sobolik, CFP^®

Jeffrey Lokken, CFP^®

Ryan Bly, CPFA®, CEPA. NQPC™

Tracey Turko, CFP^®, MPAS^®, AEP

Lucas Schwaller, CTFA®, CES®

Mitch Fiereck, CFP®, CRPC®, APMA®

Haana Frank, CFP®

Meghan Frank

Merideth Gillis

Nathan Schams

Ready to get started?

Explore More

Deductible Expenses for Professional Athletes

Benefits of a Lifetime Trust for Children’s Inheritance

Answering Your Kids’ (or Grandkids’) Toughest Money Questions

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