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 Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Dane Sauer

Dane Sauer, CFP®

Managing Partner

Chicago, Schaumburg, Green Bay, Madison, Onalaska

Kyle Svetlik

Partner

Matthew R. Bohrer

Matthew R. Bohrer

Managing Partner

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

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

Onalaska, Minneapolis

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

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

Tracy Turko

Tracey Turko, CFP^®, AEP

Partner

Livonia, Onalaska, Traverse City

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

Minneapolis, Madison, Green Bay, Onalaska

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®

Financial Planner

Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

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