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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Jason Sobolik, CFP^®

Wealth Advisor

Onalaska

Jeffrey Lokken, CFP®, ChFC

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

Dane Sauer, CFP®

Managing Partner

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

Matthew R. Bohrer

Managing Partner

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

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

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

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Nathan Schams

Client Service Specialist

Onalaska

Haana Frank, CFP®

Director, Financial Planning

Onalaska

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

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, Colorado Springs

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