When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Schaumburg

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.

We’re built differently

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.

Meet our talented wealth advisors in the Schaumburg area

They’re here to help you connect all your financial dots

Dane Sauer

Wealth Advisor, Sr. Director

Dane Sauer

Dane Sauer

Wealth Advisor, Sr. Director

Dane is passionate about helping families identify their financial goals and providing financial confidence. He has a bachelor of science degree in finance with a concentration in personal finance from Eastern Illinois University, and a master of business administration degree from Rice University. He’s also a licensed financial advisor (FINRA Series 65) and is a CERTIFIED FINANCIAL PLANNER™ professional. Dane has extensive experience with a multitude of complex family situations. He recently helped launch Wealth Path, which allows Mercer Advisors to provide financial planning to more families. Dane is a strong advocate for financial literacy and education and believes that everyone should have access to the information and resources they need for making sound financial decisions. He volunteers with 3rd Decade, which provides financial mentorship for young adults. Dane also enjoys spending time with his family, playing golf, and traveling.

Tom Herzing

Sr. Wealth Advisor

Tom Herzing

Tom Herzing

Sr. Wealth Advisor

Tom specializes in the areas of investment management, retirement plan design, and personal financial planning. He began his career in the wealth management industry in 1998. Tom graduated with a degree in Economics from DePaul University in Chicago and holds the FINRA Series 66 License. He Joined Mercer Advisors as a financial advisor and held several positions before his current role as a Sr. Wealth Advisor. Tom, his wife Laura, and their two children reside in Gilberts, Illinois, and enjoy biking, tennis, and movies.

Lauren Rosberg

Wealth Advisor

Lauren Rosberg

Lauren Rosberg

Wealth Advisor

CFP®, CRPC®, CDFA®, AEP®

lrosberg@merceradvisors.com

Lauren cares deeply for her clients and enjoys providing comprehensive financial plans to guide them to their goals. She is a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years’ experience as a financial advisor, after having earned her master’s degree in industrial/ organizational psychology. Lauren lives in Libertyville, Illinois, with her husband, Eric and their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they welcomed Oliver, a goldendoodle puppy, to complete their family. In her spare time, Lauren enjoys jiu jitsu, stand-up paddleboarding, ice-skating, reading, and volunteering at her children’s school.

Grace Bossert

Wealth Advisor

Grace Bossert

Grace Bossert

Wealth Advisor

Grace began her career in financial services after graduating from the University of Wisconsin-Madison with a degree in personal finance. Fueled by a deep-rooted passion for her clients’ financial well-being, Grace is committed to delivering high-caliber financial planning services. She strives to fully grasp a client’s unique goals and aspirations and to help empower them with the knowledge to make informed decisions for a financially secure future. Grace is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor℠. She calls Chicago home, sharing life with her partner and their dog. In her free time, Grace enjoys traveling, being outdoors, and reading.

Carin Roman

Wealth Advisor

Carin Roman

Carin Roman

Wealth Advisor

Carin began her financial services career in 1999, working in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. Carin graduated from the University of Notre Dame with degrees in Economics and French. It was during her time at CCP Inc., a fee-only financial planning firm founded by her mother, that Carin’s passion for financial planning blossomed. She finds fulfillment in fostering personal relationships and developing tailored financial strategies that help guide individuals and families toward their short- and long-term goals. Carin is a proud member of the Financial Planning Association (FPA) and lives in the Chicago Suburbs alongside her husband and three children.

Steve Roberts

Wealth Advisor

Steve Roberts

Steve Roberts

Wealth Advisor

Steve started his career in financial services in 1997. Steve is a veteran in the industry having attained his CFP® certification while at Brown & Tedstrom in Denver, CO. He then joined USAA as a Financial Planner and held roles in executive management. In 2009, Steve became owner, President and Chief Compliance Officer of CCP, Inc. Steve has long held a passion for financial planning and portfolio management. That passion fuels a belief that strong relationships, thoughtful consideration and direct guidance can help our clients achieve success in their financial journey. Steve received his undergraduate degree from Indiana University and an MBA from DePaul University. Steve, his wife and three children reside in the suburbs of Chicago.

Alec Montoya

Wealth Advisor

Alec Montoya

Alec Montoya

Wealth Advisor

Alec began his career in financial services in 2014 and joined Mercer Advisors in 2017. In 2020, he became an employee-owner of Mercer Advisors through the path to partnership, and he is a committee member for the digital client experience. Additionally, Alec sits on the firm’s committee for tax planning and preparation services. He specializes in providing family office services for individuals and institutions. Alec enjoys delivering tailored solutions with the collaboration of the team. He lives in the Northwest Suburbs of Chicago with his wife and two children.

Tabitha Seldomridge

Sr. Client Service Specialist

Tabitha Seldomridge

Tabitha Seldomridge

Sr. Client Service Specialist

Joy Kaczmarek

Client Service Specialist

Joy Kaczmarek

Joy Kaczmarek

Client Service Specialist

Dominic Colletti

Regional Vice President

Dominic Colletti

Dominic Colletti

Regional Vice President

Dominic has a decade-long career in building comprehensive financial plans for high-net-worth families, small businesses, and trusts. As Regional Vice President, Dominic is responsible for introducing new and prospective clients to Mercer Advisors. Prior to joining the team, he served as the director of wealth management at a national RIA, assisting with its expansion efforts in the Chicagoland area. Dominic earned a bachelor’s degree in economics at Illinois State University and an MBA from the University of Notre Dame. He holds the CFP® certification in addition to a FINRA Series 65 license. Dominic lives in Geneva, Illinois, with his wife and their golden retriever, and he stays active in the community through the Notre Dame Club of Aurora/Fox Valley.

Lucas Schwaller

Regional Vice President

Lucas Schwaller

Lucas Schwaller

Regional Vice President

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

Marzena Hanek

Regional Sales Associate

Marzena Hanek

Marzena Hanek

Regional Sales Associate

Marzena began her financial services career in 1998. Prior to joining Mercer Advisors, she gained valuable experience working with high-net-worth clients as an investment counselor at T. Rowe Price and an investment executive at MidAmerica Investment Services. Marzena graduated from The University of Illinois at Chicago with a Bachelor of Science degree in Finance and Marketing. She also holds the FINRA Series 65 license.

See our entire team

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.



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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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