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.

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 PLANNER^TM professional and holds the ChFC certification. Outside of the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren.

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.

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 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.

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 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.

Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management knowledge. Prior to joining Mercer Advisors, he worked as a senior wealth advisor at Destination Wealth Management and as a financial advisor at Summit Financial Strategies. Ben received his Bachelor of Science degree in Finance and Economics, with a minor in Business from Ohio University. Originally from the Midwest, Ben currently lives in Upper Arlington, Ohio with his family.