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:

Midwest: Wisconsin

Clear All Filters

Laura Combs, CFP®, MBA

Executive Managing Director

Matthew R. Bohrer

Matthew R. Bohrer

Managing Director

Ann Arbor, Livonia, Onalaska, Portage, Traverse City

Doug Giageos, CFP®, CFA®

Sr. Wealth Advisor

Erik Mikkelson, CFP®

Sr. Wealth Advisor

Grace Bossert, CFP®

Wealth Advisor

Chicago, Green Bay, Madison, Schaumburg

Jason Sobolik

Jason Sobolik, CFP^®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Olivia Peters, CFP®, CPWA®

Wealth Advisor

Tracy Turko

Tracey Turko, CFP^®, MPAS^®, AEP

Sr. Wealth Advisor, Sr. Director

Livonia, Onalaska, Traverse City

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

Haana Frannk

Haana Frank, CFP®

Manager, Sr. Financial Planner

Columbus, Livonia, Onalaska, Schaumburg

Lindsey Wetzel, CFP®

Client Service Specialist

Lisa Sowls

Manager, Client Service

Meghan Frank

Meghan Frank

Client Service Specialist

Onalaska, Schaumburg

Merideth Gillis

Merideth Gillis

Client Service Specialist

Livonia, Onalaska, Traverse City

Ready to get started?

Explore More

Man sitting on the couch thinking

Family & Finance

Financial and Lifestyle Challenges of Gray Divorce

March 27, 2025

Personal Finance

How To Build Retirement Savings Later in Life

March 26, 2025

Retirement

Social Security Fairness Act: What To Know About the Repeal of WEP and GPO

March 24, 2025

Continue Browsing