Mercer Advisors

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.

Let’s talk
Northeast
Select All Deselect All
Midwest
Select All Deselect All
Southeast
Select All Deselect All
Southwest
Select All Deselect All
West
Select All Deselect All
Loading…
Erik Mikkelson headshot

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Madison

Kaitlynn Lopez

Client Service Specialist

Madison

Lisa Sowls - Manager, Client Service

Lisa Sowls

Manager, Client Service

Madison

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

Onalaska

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Director, Financial Planning

Green Bay

Haana Frannk

Haana Frank, CFP®

Director, Financial Planning

Onalaska

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Load More

Ready to get started?

Let’s Talk
Mercer Advisors Team

Explore More

Women & Wealth

How Women Can Design a Legacy That Reflects Their Values

September 15, 2026

Tax Planning

How Much Money Do You Need To Work With a Wealth Manager?

September 11, 2026

Investment Management

Making Sense of Rising Treasury Yields

September 9, 2026

Continue Browsing