Logan’s favorite part about collaborating with clients is building relationships with them to help reach their financial goals. He joined Mercer Advisors in 2022 after working at a medium-sized RIA in the Madison, Wisconsin area. Logan graduated from the University of Wisconsin-Madison’s personal finance program, earning a degree in financial planning and certificate in entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds his FINRA Series 65 license. In his free time, Logan enjoys traveling, attending concerts, spending time with friends and family, exercising, exploring the outdoors, and cheering on his favorite sports teams. Logan spends time in both Wisconsin and Colorado throughout the year.

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.

Lindsey is a Client Service Specialist and has over 7 years of customer service experience. She enjoys forming relationships with clients by helping them out when they call the branch with questions or by directing them to the right member of the team. Lindsey graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Marketing.

In her free time, Lindsey lives and breathes sports. She is extremely passionate about Wisconsin sports, especially the Milwaukee Bucks, Milwaukee Brewers, Green Bay Packers and both Badger football and basketball. While playing basketball is her favorite sport, she has recently taken up golf and is really enjoying it.

Andrew has been managing investments and planning the financial futures of many individuals, families, and their businesses for 32 years. His mission has been to provide clients with the knowledge they need to be comfortable with their financial decisions & retirement. He strives to present information in a straightforward, understandable manner so he and his clients can determine the most appropriate risk-adjusted path available to accomplishing their overall goals. He is a graduate of the University of Notre Dame, BBA in Finance. He has been a member of the Green Bay Packers Board of Directors since 2001 and is married with 4 daughters and 6 grandchildren.

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.

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

Aaron enjoys developing comprehensive financial plans and uncovering opportunities for Mercer Advisrs clients. He began his financial services career in 2014, most recently working as an advisor at Winch Financial, where he met with clients, served on the investment committee, and crafted a number of proprietary financial planning tools. Aaron is a graduate of the University of Wisconsin-Madison, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Student Loan Professional, and holds the FINRA Series 65 license. In his spare time, Aaron enjoys playing complex board games, cultivating indoor plants, and kayaking in places he probably shouldn’t.

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.