Meet Jeff
Jeff is a Sr. Wealth Advisor based in Onalaska, Wisconsin. He has served as a Wealth Advisor since 1984. Jeff established a fee-only wealth management firm in 1989, which later merged with another firm to become Lokken, Chesnut and Cape in 1993. Jeff served as CIO of the firm before joining FIM Group, which was acquired by Mercer Advisors in 2018. He holds a B.S. degree from the University of Wisconsin La Crosse, an M.S. degree from Winona State University, and an M.S. degree from the College for Financial Planning. Jeff is also a CERTIFIED FINANCIAL PLANNER® professional.
Jeff’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, Jeff 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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Advising physicians with insurance, debt, and investment strategies
His working style
Jeff is deliberate and patient as information is collected and analyzed, and goals are established for his clients. He strives to implement strategies that improve the probability of clients achieving their goals.
Jeff in real life
What keeps you busy outside of work?
I spend time with my family, including seven grandchildren. I also play in a 1960s rock-and -roll cover band.
What makes you tick?
I enjoy being part of helping clients successfully achieve their goals.
Favorite thing about where you live?
The La Crosse area is in a beautiful valley with many outdoor spaces to enjoy. We have great educational institutions, churches, and down-to-earth residents.
Meet Jeff’s Teammates
Donald Calcagni
Chief Investment Officer
What Jeff Says
Don communicates complex portfolio issues in clear and concise manner for our clients.
Lucas Schwaller
Sr. Vice President
What Jeff Says
Lucas clearly communicates the mission of Mercer Advisors to prospective clients.
Nathan Schams
Client Service Specialist
What Jeff Says
Nathan is an amazing task master and extremely efficient at serving our clients.
Haana Frank
Manager, Sr. Financial Planner
What Jeff Says
Haana has amazing financial planning skills and knowledge that helps us serve our clients.
Jason Sobolik
Wealth Advisor
What Jeff Says
How you work together and why you recommend them. Jason is a team player. We often share financial strategies and consult with each other on complex financial planning topics to help our clients.
Ready to learn more?
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