Skip to main content

Financial Advisors in Onalaska

Located in the heart of the Coulee Region, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

1837 East Main Street
Onalaska, Wisconsin 54650



Visit Us

Map to this location

About Us

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in La Crosse that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.


Financial Management to Help Maximize Wealth

Our La Crosse financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization


Meeting the Financial Needs of the Coulee Region, La Crosse, and Beyond

With an office on the west coast of Wisconsin, our La Crosse team serves clients who live and work in central and western Wisconsin, northern Iowa, and Minnesota, particularly Rochester and the Twin Cities. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement.

Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. Our La Crosse team serves and supports the following local organizations:

  • Franciscan Spirituality Center
  • La Crosse Symphony Orchestra
  • United Fund for the Arts and Humanities (UFAH)
  • Oktoberfest USA and the Gemütlichkeit Foundation
  • The La Crosse Club
  • River City Youth Hockey
  • Rock the Vets
  • Freedom Honor Flight
  • Operation Homefront
  • Hunger Taskforce
  • Coulee Region Recovery Center
  • Harry J. Olsen Senior Center
  • Brownsville, MN Fire Department

Meet Your Onalaska Team

Paul Barlow

Regional Vice President

Lucas Schwaller

Regional Vice President

Tracey Turko

Sr. Wealth Advisor, Sr. Director

Jeffrey Lokken

Wealth Advisor

Jason Sobolik

Sr. Financial Planner

Haana Frank

Financial Planner

Marzena Hanek

Lead Client Service Specialist

Ann de Zeeuw

Client Service Specialist



New Legislation Impacts Retirement Planning

Read More

Mercer Advisors Takes ESG to a New Level

Read More

Mercer Boosts Female Leadership with New Hire

Read More

Talk to Onalaska Financial Advisors