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.

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Location: Bloomington

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Evan Bachman

Evan Bachman, CFP®, AWMA

Wealth Advisor

Jake Meza, CFP®

Wealth Advisor

Jeffrey Lokken

Jeffrey Lokken, CFP^®

Sr. Wealth Advisor

Bloomington, Onalaska

John Mowery

John Mowery

Wealth Advisor, Director

Bloomington, Ames

Ryan Bly

Ryan Bly, CPFA® CEPA

Wealth Advisor, Retirement Plans

Omaha, Ames, West Des Moines, Chicago, Schaumburg, Bloomington, Minneapolis, Green Bay, Madison, Onalaska, Branson, Chesterfield, Leawood, Springfield

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Minneapolis, Bloomington, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Mitch Fiereck - Regional Vice President

Mitch Fiereck, CFP®, CRPC®, APMA®

Regional Vice President

Minneapolis, Bloomington

Karin Fure

Sr. Client Service Specialist

Sally Toomey

Client Service Specialist

Emily Ferrazzo

Emily Ferrazzo

Sr. Retirement Specialist

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