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: Green Bay

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Laura Combs, CFP®, MBA

Executive Managing Director

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Ames, Ann Arbor, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Livonia, Onalaska, Schaumburg, Springfield

Dominic Colletti, CFP®

Regional Vice President

Chicago, Green Bay, Schaumburg

Aaron Bauer

Aaron Bauer, CFP®, CSLP®

Sr. Manager, Financial Planning

Lindsey Wetzel, CFP®

Client Service Specialist

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