We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
They’re here to help you connect all your financial dots
Johannes Fure
Sr. Wealth Advisor, Director
Johannes Fure
Sr. Wealth Advisor, Director
Johannes is an experienced CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years in financial planning and investment management. He likes to stress Mercer Advisors’ investment philosophy which is, investing isn’t just about hitting home runs, it’s also about avoiding strikeouts. Johannes attended the Defense Language Institute in Washington D.C. and worked as a military intelligence specialist for the Army Security Agency in Berlin, Germany. He graduated from the University of Minnesota with a B.S. in Business and Economics. Johannes lives in Eden Prairie, is married to his high school sweetheart, and is the proud father of two lovely daughters. When he is not busy seeking ways to better serve our clients, you may find him golfing, cycling, playing tennis, or enjoying a Guthrie Theater or Ordway performance.
Jeffrey Lokken
Sr. Wealth Advisor
Jeffrey Lokken
Sr. Wealth Advisor
Jeff has served as a wealth manager since 1984. In 1989, Jeff established a fee-only wealth management firm, which merged to form Lokken, Chesnut, & Cape in 1993. Jeff served as CEO of the firm until he joined FIM Group and then Mercer Advisors. As Client Advisor, Jeff leverages his expertise in financial, tax, and business planning to oversee the design and implementation of investment strategies for clients. Jeff received his B.S. from the University of Wisconsin-La Crosse, an M.S. from Winona State, and an M.S. from the College for Financial Planning. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and holds the ChFC certification. Outside of the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren.
John Mowery
Wealth Advisor
John Mowery
Wealth Advisor
John began his career in in financial services in 1999. Prior to joining Mercer Advisors, he served as a Wealth Advisor at BrightPoint Planning and as a Managing Director and Investment Consultant at Trademark Financial Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in investment management and working with high-net-worth families to achieve their financial goals. John holds a BA from Colorado State University and an MBA from the University of Saint Thomas. Outside the office, he enjoys fly fishing, alpine skiing, yoga, cycling, and wilderness canoe trips.
Jake Meza
Wealth Advisor
Jake Meza
Wealth Advisor
Jake is a CERTIFIED FINANCIAL PLANNER™ professional with a strong desire to help people, and strives to be the best resource for those around him. He is excited to be part of Mercer Advisors’ Bloomington branch because of their dedication to doing what is right for their clients. He is passionate about providing excellent service to Mercer Advisors’ clients, as well as supporting the team. Jake is a people person who is adaptable, self-motivated, and a lifelong learner. Jake graduated from the University of North Dakota with a Bachelor of Business Administration. He and his wife live in Edina. In his spare time, he loves volunteering with his former junior pool/billiards league to help kids develop their skills. Additionally, he enjoys spending time with his friends and family, trying out new recipes, traveling, watching the NBA, and playing with his rescue dog, Kovu.
Evan Bachman
Wealth Advisor
Evan Bachman
Wealth Advisor
Evan has a passion for helping people. He's excited to be part of Mercer Advisors' Bloomington branch as a Financial Planner and is looking forward to helping clients achieve their financial goals. Evan graduated from Minnesota State University, Mankato, and received a bachelor of science degree in finance, with an emphasis in financial planning. He has a smile on his face every day because he feels fortunate to be at Mercer Advisors, having a positive impact on its clients. Evan grew up in Becker, Minnesota, and now lives in Mounds View with his wife and two rescue cats. In his spare time, he loves playing chess and GeoGuessr, cooking, and visiting new hiking destinations with his wife.
Dale Acton
Wealth Advisor
Dale Acton
Wealth Advisor
Dale is a CERTIFIED FINANCIAL PLANNER™ professional. Dale has a passion for helping Mercer Advisors’ clients turn their financial dreams into reality. He has the willingness to work hard for clients, counterbalanced by a low-key, practical approach with pragmatic advice. Dale’s listening and consulting skills make him a great asset to the Bloomington branch. Dale grew up in southern Minnesota and graduated from Gustavus Adolphus College, where he earned a bachelor’s degree in Business Administration. Dale and his wife currently live in Des Moines, Iowa, and are the proud parents of two daughters. Dale enjoys spending time with his five grandsons, entertaining Ryder, his rescue dog, reading, woodworking, and being outdoors.
Karin Fure
Sr. Client Service Specialist
Karin Fure
Sr. Client Service Specialist
Karin makes sure the operational aspects of Mercer Advisors’ Bloomington branch are cared for. With a smile in her voice, Karin gives prompt attention to every client’s service needs. Throughout her career she has always gone above and beyond for our clients. When an operational question arises, Karin typically has the answer. We appreciate her dedication to excellence and feel very fortunate to have her on our Bloomington branch team. In her spare time, Karin likes spending time with friends and family, traveling, photography, and being on a sunny beach whenever possible. She also enjoys visiting her friends and family in Norway as often as she can.
Sally Toomey
Client Service Specialist
Sally Toomey
Client Service Specialist
Sally enjoys her role of helping service clients’ needs as well as supporting the team with daily office operations. Sally has worked in several different areas within the industry, such as processing client requests, assisting client advisors, managing calendars, and administrative duties. “This may sound odd, but I really like doing paperwork. Taking care of the details is my way of taking care of people.” Sally grew up in Richfield, Minnesota. She received her Bachelor of Science from the WP Carey School of Business – Arizona State University. Her background includes working for two Fortune 500 companies in the Twin Cities. She has also been involved with Edina Public Schools, youth sports, and Hyland Hills Snow Sports Academy. Sally and her husband live in Edina and are parents to three grown sons. In her spare time, she likes to read, ski, hike, and spend time with her family and friends.
Haiden Bowman
Director, Client Service
Haiden Bowman
Director, Client Service
Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.
Laura Combs
Executive Managing Director
Laura Combs
Executive Managing Director
Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura's distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She's been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors' award-winning InvestHERs women's initiative, is a member of the Financial Planning Association, mentors through Mercer's Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.
Nominees for Investment News’ eighth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7, 2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Thrive Award: A panel of independent judges determined the WealthManagement.com 2019 Thrive Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general. The WealthManagement.com Thrive Awards recognizes advisors who are on the way up–those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes–including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so Forbes can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors or a Mercer Advisors Associate is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past client endorsement of Mercer Advisors or any Mercer Advisors Associate.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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