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.

Tom specializes in the areas of investment management, retirement plan design, and personal financial planning. He began his career in the wealth management industry in 1998. Tom graduated with a degree in Economics from DePaul University in Chicago and holds the FINRA Series 66 License. He Joined Mercer Advisors as a financial advisor and held several positions before his current role as a Sr. Wealth Advisor. Tom, his wife Laura, and their two children reside in Gilberts, Illinois, and enjoy biking, tennis, and movies.

Lauren cares deeply for her clients and enjoys providing comprehensive financial plans to guide them to their goals. She is a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years’ experience as a financial advisor, after having earned her master’s degree in industrial/ organizational psychology. Lauren lives in Libertyville, Illinois, with her husband, Eric and their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they welcomed Oliver, a goldendoodle puppy, to complete their family. In her spare time, Lauren enjoys jiu jitsu, stand-up paddleboarding, ice-skating, reading, and volunteering at her children’s school.

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.

Carin began her financial services career in 1999, working in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. Carin graduated from the University of Notre Dame with degrees in Economics and French. It was during her time at CCP Inc., a fee-only financial planning firm founded by her mother, that Carin’s passion for financial planning blossomed. She finds fulfillment in fostering personal relationships and developing tailored financial strategies that help guide individuals and families toward their short- and long-term goals. Carin is a proud member of the Financial Planning Association (FPA) and lives in the Chicago Suburbs alongside her husband and three children.

Steve started his career in financial services in 1997. Steve is a veteran in the industry having attained his CFP® certification while at Brown & Tedstrom in Denver, CO. He then joined USAA as a Financial Planner and held roles in executive management. In 2009, Steve became owner, President and Chief Compliance Officer of CCP, Inc. Steve has long held a passion for financial planning and portfolio management. That passion fuels a belief that strong relationships, thoughtful consideration and direct guidance can help our clients achieve success in their financial journey. Steve received his undergraduate degree from Indiana University and an MBA from DePaul University. Steve, his wife and three children reside in the suburbs of Chicago.

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.

Marzena began her financial services career in 1998. Prior to joining Mercer Advisors, she gained valuable experience working with high-net-worth clients as an investment counselor at T. Rowe Price and an investment executive at MidAmerica Investment Services. Marzena graduated from The University of Illinois at Chicago with a Bachelor of Science degree in Finance and Marketing. She also holds the FINRA Series 65 license.

Tunia, a dedicated Regional Vice President at Mercer Advisors, specializes in retirement plans, endowments, and foundations. Committed to guiding clients through the intricacies of these areas to realize their financial aspirations, she began her journey in the financial services industry in 2002. Tunia has held pivotal leadership roles at esteemed organizations such as Assetmark, Mesirow Financial, and Betterment. She has a Bachelor of Business Administration from Loyola University of Chicago and a certificate of achievement from Columbia Business School’s Executive Leadership Program. She holds AIF® and CRPS® certifications and the 63 and 65 licenses. Residing in Chicago, Tunia enjoys biking, cooking, and singing jazz while actively engaging with her community, including being an Executive Board member at the Ukrainian Institute of Modern Art.