Haana Frank

Haana is a problem-solver and utilizes her extensive knowledge in financial planning to help guide clients toward reaching their goals. In her role, she gathers, organizes, and analyzes clients’ financial data to assist wealth advisors in making recommendations. She is enthusiastic about educating clients, so they are able to make the right decision for themselves as we support them.

Haana joined Mercer Advisors in 2020. She started her career in financial services in 2010 at U.S. Bank, then transitioned to wealth management in 2016 at Stifel Nicolaus Investments where she found her love for financial planning and looking at a client situation holistically.

Haana graduated with a B.A. in business administration from the University of Wisconsin-River Falls with a minor in coaching. She is a CERTIFIED FINANCIAL PLANNER® Professional.

Outside the office, Haana enjoys spending time with her husband and two children, playing volleyball, and exploring the beautiful La Crosse area, particularly the beautiful Driffless region of the Mississippi River. She supports Friends of the Brownsville Fire Department and coaches her daughter’s soccer team.