Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Bloomington

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Laura Combs, CFP®, MBA

Executive Managing Director

Evan Bachman, CFP®

Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Johannes Fure, CFP®

Sr. Wealth Advisor, Director

John Mowery

John Mowery

Wealth Advisor

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

Karin Fure

Sr. Client Service Specialist

Sally Toomey

Client Service Specialist

Emily Ferrazzo

Sr. Retirement Specialist

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