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.

Search results for:

Location: Madison

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Olivia Peters, CFP®, CPWA®

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

Ready to get started?

Explore More

Man Thinking About Property Transfers Before Death in Estate Planning

Insights

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

Insights

State-Mandated Retirement Plans: An Overview for Small Businesses

December 18, 2024

Insights

A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

Continue Browsing