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: Wisconsin

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Olivia Peters, CFP®, CPWA®

Wealth Advisor

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Kaitlynn Lopez

Client Service Specialist

Lindsey Wetzel, CFP®

Client Service Specialist

Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

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