When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Chicago
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
We’re built differently
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
Meet our talented wealth advisors in the Chicago area
They’re here to help you connect all your financial dots
Dane Sauer
Wealth Advisor, Sr. Director
Dane Sauer
Wealth Advisor, Sr. Director
Dane Sauer Wealth Advisor, Sr. Director Dane is passionate about helping families identify their financial goals and providing financial confidence. He has a Bachelor of Science degree in finance with a concentration in personal finance from Eastern Illinois University, and an MBA degree from Rice University. He’s also a licensed financial advisor (Series 65) and a CERTIFIED FINANCIAL PLANNER™ Professional. Dane has extensive experience with a multitude of complex family situations. He helped launch the Wealth Path approach, which allows Mercer Advisors to provide financial planning to more families. Dane is a strong advocate for financial literacy and education and believes that everyone should have access to the information and resources they need for making sound financial decisions. Dane also enjoys spending time with his family, playing golf, and traveling.
Herman Tkach
Wealth Advisor
Herman Tkach
Wealth Advisor
Herman is a dedicated financial advisor with a passion for helping clients build and protect their wealth. Born in Ukraine and immigrating to Chicago as a child, Herman developed a deep appreciation for financial security and the importance of smart investments. Herman received his bachelor’s degrees in economics, finance, and investment banking from University of Wisconsin-Madison and an MBA from University of Chicago Booth School of Business. He is a CERTIFIED FINANCIAL PLANNER™ Professional who joined us in 2024 with more than 18 years of experience. Herman, his wife and their two children, reside in Downtown Chicago in the Lakeshore East Neighborhood. Herman enjoys many different outdoors activities such as rock climbing, snowboarding, hiking, and traveling. He has been to more than 50 different countries.
Grace Bossert
Wealth Advisor
Grace Bossert
Wealth Advisor
Grace began her career in financial services after graduating from the University of Wisconsin-Madison with a degree in personal finance. Fueled by a deep-rooted passion for her clients’ financial well-being, Grace is committed to delivering high-caliber financial planning services. She strives to fully grasp a client’s unique goals and aspirations and to help empower them with the knowledge to make informed decisions for a financially secure future. Grace is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor℠. She calls Chicago home, sharing life with her partner and their dog. In her free time, Grace enjoys traveling, being outdoors, and reading.
Dominic Colletti
Regional Vice President
Dominic Colletti
Regional Vice President
Dominic has a decade-long career in building comprehensive financial plans for high-net-worth families, small businesses, and trusts. As Regional Vice President, Dominic is responsible for introducing new and prospective clients to Mercer Advisors. Prior to joining the team, he served as the director of wealth management at a national RIA, assisting with its expansion efforts in the Chicagoland area. Dominic earned a bachelor’s degree in economics at Illinois State University and an MBA from the University of Notre Dame. He holds the CFP® certification in addition to a FINRA Series 65 license. Dominic lives in Geneva, Illinois, with his wife and their golden retriever, and he stays active in the community through the Notre Dame Club of Aurora/Fox Valley.
Laura Combs
Executive Managing Director
Laura Combs
Executive Managing Director
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.
Nominees for Investment News’ eighth annual 40 Under 40 project should exhibit qualities of leadership within the financial advice field, such as the drive to succeed, along with prospects for a bright future. He or she must be under the age of 40 on June 7, 2021, which is the date our 40 Under 40 honorees will be announced in the print issue of InvestmentNews and online. Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field.
Thrive Award: A panel of independent judges determined the WealthManagement.com 2019 Thrive Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general. The WealthManagement.com Thrive Awards recognizes advisors who are on the way up–those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes–including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so Forbes can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors or a Mercer Advisors Associate is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past client endorsement of Mercer Advisors or any Mercer Advisors Associate.
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.