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, CFP®, MBA

Executive Managing Director

Matthew R. Bohrer

Wealth Advisor, Sr Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Madison

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Madison

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jason Sobolik, CFP^®

Wealth Advisor

Onalaska

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Olivia Peters, CFP®, CPWA®

Wealth Advisor

Madison

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

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

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning

Green Bay

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Lindsey Wetzel

Client Service Specialist

Green Bay

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

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Creating Income in Retirement

Meet our Advisory Team

Search results for:

Laura Combs, CFP®, MBA

Matthew R. Bohrer

Doug Giageos, CFP®, CFA®

Erik Mikkelson, CFP®

Grace Bossert, CFP®

Jason Sobolik, CFP^®

Jeffrey Lokken, CFP^®

Logan Donovan, CFP®

Olivia Peters, CFP®, CPWA®

Tracey Turko, CFP^®, MPAS^®, AEP

Lucas Schwaller, CTFA®, CES®

Dominic Colletti, CFP®

Aaron Bauer, CFP®, CSLP®

Haana Frank, CFP®

Lindsey Wetzel

Meghan Frank

Merideth Gillis

Ready to get started?

Explore More

Creating Income in Retirement

Guide to Home Office Tax Deductions

Can I Opt Out of 401(k) Automatic Enrollment?

Let’s get started.