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.

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 is excited to be part of Mercer Advisors’ Bloomington branch as an Associate 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. “I have a smile on my face every day because I feel so fortunate to be here at Mercer Advisors, doing my part to have a positive impact on our clients.” Evan grew up in Becker, Minnesota and now lives in Mounds View with his wife and two rescue cats. In his spare time, Evan 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.

Greta began her career in the financial industry working alongside her father at their family wealth management firm. A saying becomes a classic when it rings true over time. For example, “The apple (that would be Greta) doesn’t fall far from the tree (that would be her father, Johannes).” As a Senior Client Service Specialist, Greta wears many hats, including being a primary point of contact for client questions and gathering data for the financial planning team. She is very passionate about technology. Greta brings strengths in financial procedures along with exceptional client service to the Bloomington branch. She is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. Greta grew up in Eden Prairie, Minnesota and received her Bachelor of Arts degree from St. Olaf College. In her spare time, Greta enjoys reading, digital paint-by-number, and planning her next travel adventure with her husband. She will also gladly share photos and stories about their cats, Elliott and Zoe.

Sally enjoys her roll 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.

Jack is excited to be able to combine his interest in financial services with an opportunity to provide meaningful service to clients. Jack ensures that all client service requests are thoroughly executed for the team. As a Client Service Specialist, Jack provides support to Mercer Advisors and clients, and enjoys being part of the process of helping clients plan for economic freedom. Jack graduated from Iowa State University and received a Bachelor of Science degree in Financial Planning and Counseling. In his spare time, Jack enjoys spending time with his friends, watching sports, playing basketball, and watching documentaries. He is also working to improve his saxophone skills.

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 Walnut Creek, California with his family.