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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Location: Onalaska Location: Minneapolis

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Nathan Schams

Client Service Specialist

Onalaska

Robert (Seth) Logan

Service Operations Associate

Minneapolis

Sydney Shearer

Manager, Client Services

Minneapolis

Lucas Schwaller, CTFA®, CES®

Managing Director, Community Client Development

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

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

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

Scott Rose

Regional Vice President

Minneapolis

Anthony Welle, AFFP®, CFP®

Sr. Financial Planner

Minneapolis

Haana Frank, CFP®

Director, Financial Planning

Onalaska

Madeline Trettel, CFP®

Wealth Strategist, Ascend

Minneapolis

Evan Kennedy, CIMA®

Sr. Portfolio Consultant

Minneapolis

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, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village

Emily Ferrazzo, CPFA®, QKA®

Retirement Plan Manager

Minneapolis

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Meet our Advisory Team

Search results for:

Nathan Schams

Robert (Seth) Logan

Sydney Shearer

Lucas Schwaller, CTFA®, CES®

Mitch Fiereck, CFP®, CRPC®, APMA®

Scott Rose

Anthony Welle, AFFP®, CFP®

Haana Frank, CFP®

Madeline Trettel, CFP®

Evan Kennedy, CIMA®

Laura Combs, CFP®, MBA

Emily Ferrazzo, CPFA®, QKA®

Ready to get started?

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Maryland Estate and Inheritance Tax

What To Do Before and After a Major Wealth Event

Estate Planning for Blended Families: Key Considerations

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