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: Onalaska

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Laura Combs, CFP®, MBA

Executive Managing Director

Matthew R. Bohrer

Matthew R. Bohrer

Wealth Advisor, Sr Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Regional Vice President

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

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Haiden Bowman

Director, Client Service

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

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

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