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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Midwest: Illinois

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Laura Combs, CFP®, MBA

Executive Managing Director

Dane Sauer, CFP®

Wealth Advisor, Sr. Director

Chicago, Schaumburg

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Herman Tkach

Herman Tkach

Wealth Advisor

Lauren Rosberg Photo

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

Wealth Advisor

Tom Herzing

Tom Herzing, CFP®

Sr. Wealth Advisor

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Ellie Johnson

Ellie Johnson

Regional Sales Associate

Tunia Mycyk, AIF® CRPS®

Regional Vice President, Institutional Sales

Marzena Hanekv

Marzena Hanek

Regional Sales Associate

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Linda Wieczorek

Linda Wieczorek, MBA, AIF

Sr. Financial Planner

Joy Kaczmarek

Joy Kaczmarek

Manager, Client Service

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Douglas Gilbert

Douglas Gilbert

SVP, Channel Sales

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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