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.

Search results for:

Location: Onalaska Location: Minneapolis

Clear All Filters

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

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Charles Schwinck - Financial Planner

Charles Schwinck, TPCP™

Wealth Advisor

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

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

Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

Nancy Hughes - Sr. Wealth Advisor

Nancy Hughes, CFP®, CAP®

Sr. Wealth Advisor

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

BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Relationship Manager

Karin Fure

Sr. Client Service Specialist

Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Ready to get started?

Mercer Advisors Team

Explore More

CIO Insights Gold, Silver, Crypto Header Image

Investment Management

The Fall of Gold, Silver, and Bitcoin in 2026: Insights from our CIO

July 14, 2026

Tax Planning

Taxes and Wealth Management: Better Together With a Unified Team

July 13, 2026

Insurance Solutions

Funding LTC Insurance From Your Retirement Plan

July 8, 2026

Continue Browsing