Jason Sobolik

Meet Jason

Jason is a Wealth Advisor based in Onalaska, Wisconsin. He joined Mercer Advisors in 2018 through the acquisition of Financial and Investment Management (FIM) Group where he was Sr. Financial Planner since joining the firm in 2007. Prior to joining the financial industry, Jason spent 12 years as Global Technical Account Manager and Sales Engineer for SAP BusinessObjects. Jason earned his B.S. in Mathematics from Wartburg College. He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the National Association of Personal Financial Advisors (NAPFA).

Jason’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jason has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon
Advising physicians with insurance, debt, and investment strategies
Guiding farm owners through succession, liquidity, and preserving multi-generational assets; specializing in timber harvests

His working style

Jason believes in a highly personal approach and gathering as much information as possible. He is deliberate with recommendations and patient as information becomes available for building plans that are tailored to his clients.

Jason in real life

What keeps you busy outside of work?

I enjoy anything outside: road cycling, hiking, and fishing with my kids. I also spend time with my wife and four kids exploring the La Crosse area where we live.

What makes you tick?

I enjoy helping and partnering with clients to achieve their goals.

Favorite thing about where you live?

The La Crosse area is one of the most beautiful places to live in the midwest as it provides a variety of outdoor activity: cycling, hiking, mountain biking, cross county and downhill skiing, and more. We also have a great variety of education institutions, churches, and farming.