Johannes is an experienced CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years in financial planning and investment management. He likes to stress Mercer Advisors’ investment philosophy which is, investing isn’t just about hitting home runs, it’s also about avoiding strikeouts. Johannes attended the Defense Language Institute in Washington D.C. and worked as a military intelligence specialist for the Army Security Agency in Berlin, Germany. He graduated from the University of Minnesota with a B.S. in Business and Economics. Johannes lives in Eden Prairie, is married to his high school sweetheart, and is the proud father of two lovely daughters. When he is not busy seeking ways to better serve our clients, you may find him golfing, cycling, playing tennis, or enjoying a Guthrie Theater or Ordway performance.

Jeff has served as a wealth manager since 1984. In 1989, Jeff established a fee-only wealth management firm, which merged to form Lokken, Chesnut, & Cape in 1993. Jeff served as CEO of the firm until he joined FIM Group and then Mercer Advisors. As Client Advisor, Jeff leverages his expertise in financial, tax, and business planning to oversee the design and implementation of investment strategies for clients. Jeff received his B.S. from the University of Wisconsin-La Crosse, an M.S. from Winona State, and an M.S. from the College for Financial Planning. Jeff is a CERTIFIED FINANCIAL PLANNER^TM professional and holds the ChFC certification. Outside of the office, Jeff spends much of his time with his wife, Patti, and their five grandchildren.

John began his career in in financial services in 1999. Prior to joining Mercer Advisors, he served as a Wealth Advisor at BrightPoint Planning and as a Managing Director and Investment Consultant at Trademark Financial Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in investment management and working with high-net-worth families to achieve their financial goals. John holds a BA from Colorado State University and an MBA from the University of Saint Thomas. Outside the office, he enjoys fly fishing, alpine skiing, yoga, cycling, and wilderness canoe trips.

Jake is a CERTIFIED FINANCIAL PLANNER™ professional with a strong desire to help people, and strives to be the best resource for those around him. He is excited to be part of Mercer Advisors’ Bloomington branch because of their dedication to doing what is right for their clients. He is passionate about providing excellent service to Mercer Advisors’ clients, as well as supporting the team. Jake is a people person who is adaptable, self-motivated, and a lifelong learner. Jake graduated from the University of North Dakota with a Bachelor of Business Administration. He and his wife live in Edina. In his spare time, he loves volunteering with his former junior pool/billiards league to help kids develop their skills. Additionally, he enjoys spending time with his friends and family, trying out new recipes, traveling, watching the NBA, and playing with his rescue dog, Kovu.

Evan has a passion for helping people. He thoroughly enjoys being a wealth advisor in Mercer Advisors’ Bloomington office and helping clients achieve their financial goals. Evan graduated from Minnesota State University, Mankato, with a degree in financial planning, which he quickly utilized to become a CERTIFIED FINANCIAL PLANNER™ professional. Evan was born and raised in Minnesota. He now resides in Minnetonka with his wife and two rescue cats. In his spare time, he loves playing board games, cooking, and visiting new hiking destinations with his wife.

Karin makes sure the operational aspects of Mercer Advisors’ Bloomington branch are cared for. With a smile in her voice, Karin gives prompt attention to every client’s service needs. Throughout her career she has always gone above and beyond for our clients. When an operational question arises, Karin typically has the answer. We appreciate her dedication to excellence and feel very fortunate to have her on our Bloomington branch team. In her spare time, Karin likes spending time with friends and family, traveling, photography, and being on a sunny beach whenever possible. She also enjoys visiting her friends and family in Norway as often as she can.

Sally enjoys her role of helping service clients’ needs as well as supporting the team with daily office operations. Sally has worked in several different areas within the industry, such as processing client requests, assisting client advisors, managing calendars, and administrative duties. “This may sound odd, but I really like doing paperwork. Taking care of the details is my way of taking care of people.” Sally grew up in Richfield, Minnesota. She received her Bachelor of Science from the WP Carey School of Business – Arizona State University. Her background includes working for two Fortune 500 companies in the Twin Cities. She has also been involved with Edina Public Schools, youth sports, and Hyland Hills Snow Sports Academy. Sally and her husband live in Edina and are parents to three grown sons. In her spare time, she likes to read, ski, hike, and spend time with her family and friends.

Haiden offers over 10 years of experience in the financial service industry. She began her career at the age of 18 with an independent comprehensive wealth management firm in Springfield, Missouri. There she earned experience working as an Administrative Assistant, Operations Assistant, Client Service Associate, Client Service Manager and Client Service Director. Haiden’s experience and broad expertise contributes to her ability to identify complete solutions for clients. She continues to develop her passion for helping clients achieve their financial objectives and leads a team of service specialists providing high-quality customer service and elevated support to individuals and families. During non-business hours, Haiden can be found volunteering with local non-profit organizations, spending time outdoors, or spending time with friends and family.

Laura began her career in the investment management industry in 2008. As a Managing Director, member of both the Investment Committee and Senior Leadership Team, Laura’s distinguished herself as an advisor and experienced leader with a passion for helping clients find their path to Economic Freedom™. She’s been recognized by the Thrive Awards, named a Top Woman Advisor by Forbes and a top 40 Under 40 Advisor by InvestmentNews. Laura sits on the steering committee for Mercer Advisors’ award-winning InvestHERs women’s initiative, is a member of the Financial Planning Association, mentors through Mercer’s Mentorship program and the Leeds Professional Mentorship Program at the University of Colorado. She has a degree in Communications from Wheaton College. Laura lives in Boulder with her husband and children.