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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Dane Sauer

Dane Sauer, CFP®

Managing Partner

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

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

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

Kyle Svetlik, CFP®

Partner

Madison, Onalaska, Green Bay, Milwaukee – Brookfield

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®, CSRIC®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Onalaska, Minneapolis

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

Kaitlynn Lopez

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

Nathan Schams

Client Service Specialist

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

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

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning

Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Lindsey Wetzel, CFP®

Financial Planner

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Mercer Advisors Team

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