Financial Advisors in Sheboygan Falls, WI
Contact
Phone: 920.467.4909
Location
517 Monroe St.
Sheboygan Falls, WI 53085
Financial Services Offered in Sheboygan Falls, WI
At Merit Financial Advisors in Sheboygan Falls, WI, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Individuals/Families
- Wealth Management
- Tax Planning Strategies
- Retirement Planning
- Estate Plans
- Asset Protection
- Financial Planning
- Financial Education
- Proprietary Investment Models
- Employers/Retirement Services
- For-Profit Companies Retirement Plans/Programs
- Non-Profit Organization Retirement Programs
- Governmental Entities
- Employee Wellness
- Institutions
- Investment Policy Statement (IPS) Implementation & Review
- Portfolio Construction & Management
- Charitable & Planned Giving Portfolios & Management
- Financial Education
- Advisors
- Success Planning
- Financial Planning
- Asset Management
- Practice Management
- Technology
- Marketing
- Compliance
- Operations
Our Team
Peter Mersberger
Managing Partner
Peter Mersberger
LUTCF
Managing Partner
As a Managing Partner with experience since 1985, Peter advises high-net-worth clients as their chosen advisor to help them design and pursue their personal and retirement goals. Peter works diligently with clients on organizing their financial lives with estate and tax planning and creating customized financial plans designed to help them strive for their personal and financial goals.
As a member of the firms’ regional executive committee in the Wisconsin branch location, Peter plays an integral role in setting the firm's strategic direction and overseeing the firm's daily operations.
Peter resides in rural Sheboygan Falls with his wife, Marilyn. In his spare time, he enjoys spending time with family and grandchildren, as well as fishing, hunting, skiing, hiking, snowshoeing, traveling, snowmobiling, waterskiing, and enjoying the beauty of the north woods.
Marilyn Mersberger
Vice President, Office Manager
Marilyn Mersberger
Vice President / Office Manager
As Vice President/Office Manager, Marilyn's responsibilities include accounting, employee and client relations, and overseeing daily operations of the business.
As a member of the firm’s executive committee in the Wisconsin branch location, Marilyn plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.
Marilyn and her husband Peter live in Sheboygan Falls. In her free time, Marilyn enjoys spending time with her family, grandchildren, and friends. Marilyn's hobbies and interests include running, biking, paddle boarding, traveling, gardening, snowmobiling, snowshoeing, skiing, and enjoying the tranquility of the great outdoors.
Don Hammond
Senior Vice President, Managing Partner
Don Hammond
CFP®, AIF
Senior Vice President, Managing Partner
With over 25 years of experience, Don focuses on working with clients as their chosen advisor in areas of financial, estate and investment planning. By focusing on his client, Don helps his clients set and strive for their financial goals by listening first, then developing solutions that put clients on the path to financial success.
As a member of the firm’s executive committee in the Wisconsin branch location, Don plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.
Don also has expertise in helping companies develop and maintain successful retirement programs for their employees and key people. Don is well versed in retirement plan implementation, design, and fiduciary compliance. He also helps plan participants understand the nuances of investing in their company retirement plan through group meetings, lunch and learns, articles, and one-on-one meetings.
When he is not spending time helping clients, Don and his wife, Stephanie, enjoy spending time with their children, golfing, and spending time at the lake.
Zach Mersberger
Regional Director, Branch Operations Manager, Partner
Zach Mersberger
CFA, AIF, CRPC
Regional Director, Branch Operations Manager, Partner
Zach Mersberger is a Regional Director who advises high-net-worth clients as their chosen advisor to help them design and pursue their personal and retirement goals. Zach works diligently with clients on estate and tax planning, as this area of planning is often overlooked and is critical to the overall success of individuals' personalized financial plans. Zach also specializes in helping business owners plan for their financial futures.
As a CFA® charterholder, Zach has a high degree of expertise in portfolio management and in helping design portfolio strategies to help clients pursue a broad array of financial goals.
Zach is a member of the firm’s executive committee in the Wisconsin branch location. Zach plays an integral role in setting the firm’s strategic direction and overseeing the daily operations.
Zach and his wife Casie reside in Sheboygan with their puppy Howie. In his free time, Zach enjoys time with family and friends and is an active outdoor enthusiast. Zach’s hobbies and interests include traveling, hunting, fishing, running/exercising, skiing, snowshoeing, waterskiing, snowmobiling, golfing, swimming, hiking, and attending live music events.
Joshua Mersberger
Regional Director, Partner
Joshua Mersberger
CFP®, CRPC
Regional Director, Partner
Josh Mersberger is a Regional Director who advises high-net-worth clients as their chosen advisor to help them design and pursue their personal and retirement goals. Josh works diligently with clients on estate and tax planning, as this area of planning is often overlooked and is critical to the overall success of individuals' personalized financial plans.
As a member of the firms’ regional executive committee in the Wisconsin and Montana branch locations, Josh plays an integral role in setting the firm's strategic direction and overseeing the firm's daily operations.
In Montana, Josh lives with his wife Michelle, daughters Camilla and Audrina, and their three dogs. In his spare time, Josh enjoys spending time with his family and watching his daughters experience new things. He is also an avid hunter, fisherman, downhill skier, and golfer.
Will Morrison
Wealth Manager
Will Morrison
CPA, CFA, CFP®
Wealth Manager
As a Wealth Manager, Will focuses on working with clients as their chosen advisor, designing customized financial plans intended to help clients pursue personal and financial goals. Will has experience planning for clients in the areas of wealth management, asset protection, tax strategies estate and retirement planning, as well as retirement income strategies. Will frequently works with working-age families who have children at home or recent empty nesters, and those going through major life changes.
Will resides in Appleton with his three children, Donald, Dagny, and Lela, as well as their dogs Rosie and Pancho (Corgi), and cat Scar. He loves to road trip and tries to visit Yellowstone National Park each summer. He and his kids enjoy camping around Northern Wisconsin, and Michigan’s Upper Peninsula. He loves dogs, backpacking, judo, and playing all sorts of board games.
Andrea Zoeller
Wealth Manager
Andrea J. Zoeller
CFP®
Wealth Manager
As a Wealth Manager, Andrea focuses on working with clients as their chosen advisor, designing customized financial plans intended to help clients pursue personal and financial goals. Andrea has experience planning for clients in the areas of wealth management, asset protection, tax strategies estate and retirement planning, as well as retirement income strategies.
Andrea lives in De Pere with her husband Zach, sons Zachary Jr. & Bennett, and their Golden Retrievers Alfie and Maisie. Andrea enjoys traveling, cooking, working out, spending time at the lake with her family and watching her sons experience new things.
Paul Jochimsen
Wealth Manager
Paul Jochimsen
Wealth Manager
Since 1988, Paul provides clients with customized financial plans tailored to their individual goals. Paul has a passion for discovering investment solutions that best align with a client's objective and risk tolerance throughout all stages of their life. In addition to serving individual clients and families, Paul also works with employers and retirement plan participants to provide education and guidance.
Paul and his wife Lori reside in Sheboygan and have four grown children. Outside of work, Paul enjoys spending time with his family, traveling, sports, reading, and live music.
Bryce Stacy
Service Advisor
Bryce Stacy
Service Advisor
Bryce Stacy is a Service Advisor focusing on assisting Wealth Managers in personalized business planning, retirement planning, small business legacy/exit strategies, and foundational planning to help clients pursue personal and financial goals.
He is a 6th-generation Montanan, born and raised in NW Montana. He is married to Jade Stacy with their three children. He is an avid outdoorsman who enjoys hunting, skiing, backcountry adventures, summer boating, and camping with family and friends. Bryce was, interestingly, a train engineer in his previous life. He also finds community involvement to be extremely important and is a passion of his.
Matthew Krier
Service Advisor
Matthew Krier
Service Advisor
As a Service Advisor, Matt focuses on assisting the Financial Advisors in creating customized Financial Plans and Investment Analysis to help clients pursue personal and financial goals.
Matt currently resides in Sheboygan, WI. In his spare time, Matt can be found walleye fishing on Lake Winnebago or Green Bay and frequently visits Michigan’s Upper Peninsula. Locally, Matt enjoys hiking the Ice Age Trail throughout the Kettle Moraine State Forest with his chocolate Labrador, Jess. Aside from fishing or hiking, Matt is a frequent golfer and an aspiring BBQ pitmaster.
Ben Braizer
Service Advisor
Ben Brazier
CFP®
Service Advisor
As a Service Advisor, Ben focuses on assisting the Financial Advisors in creating and presenting customized Financial Plans and Investment Analysis which help clients pursue personal and financial goals.
Ben lives in Milwaukee with his wife Gina and their dog Korra. In addition to spending time with family, he is an avid reader that enjoys music, cooking, working out, and many outdoor activities such as hiking and golf.
Sydney Thompson
Service Advisor
Sydney Thompson
Service Advisor
As a Service Advisor, Sydney focuses on assisting Wealth Managers in creating and presenting customized Financial Plans, Social Security optimization analyses, and Investment analyses which help clients pursue personal and financial goals. Sydney is a graduate of the University of Wisconsin, Oshkosh, with a Bachelor of Business Administration in Finance with an emphasis in Insurance and Risk Management and International Business (Summa Cum Laude).
Sydney is originally from Northern Wisconsin and currently resides in Oshkosh, Wisconsin. In her spare time, Sydney is a WIAA volleyball official and enjoys spending time with family and friends, working out, traveling, hiking, kayaking, and going up north to spend time on the lake.
Certifications:
- Series 7 – General Securities Representative (held with LPL Financial)
- Series 66 – Uniform Combined State Law Examination
- Life, Health, and Disability Insurance License
CaSondra Gimbi
Lead Client Service Manager
CaSondra Gimbi
Lead Client Service Manager
As the Wisconsin Lead Client Service Manager, CaSondra assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, life insurance, and client signing appointments. She also communicates with clients and company representatives to ensure deadlines and client needs are met.
CaSondra lives in Kiel with her husband, Richard, and their five boys. She enjoys watching her boys play sports, volunteering, traveling, gardening, and cheering on the Packers and Brewers.
Paige Gerber
Client Service Manager
Paige Gerber
Client Service Manager
As a Client Service Manager, Paige assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, and life insurance. She also communicates with clients and company representatives to ensure deadlines and client needs are met.
Paige lives in Sheboygan with her husband Nate, and their daughter Kennedy and their son Cooper.
Kendall Kane
Client Service Manager
Kendall Kane
Client Service Manager
As a Client Service Manager, Kendall assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, and life insurance. She also communicates with clients and company representatives to ensure deadlines and client needs are met.
Kendall and her husband Matt reside in Sheboygan. In her free time, she loves visiting family and friends. She also enjoys fitness (Yoga & Spin Class), golfing, kayaking, traveling, baking, and snowmobiling.
Mercy Yang
Client Service Manager
Mercy Yang
Client Service Manager
As a Client Service Manager, Mercy assists the financial advisors by greeting clients and handling incoming phone calls, updating client records, managing client appointments and correspondence. She also assists the advisors in organizing the daily workflow and works with the team to ensure deadlines and client needs are met.
Mercy lives in Sheboygan with her husband and four boys. She is a huge foodie that loves to travel for new experiences. She enjoys spending quality time with her friends and family.
Austin Summers
Portfolio Manager
Austin Summers
CFA
Portfolio Manager
As a Portfolio Manager, Austin assists the advisors with identifying the appropriate portfolio allocations for clients utilizing the firm's risk tolerance guidelines, investment time horizons, clients' personal financial objectives, and investment constraints. Austin manages the Atlas Equity Income portfolio at Merit and oversees the investment operations of Merit’s qualified retirement plan business.
Austin currently resides in West Bend and enjoys spending time with friends and family.
Jon Dudzinski
Portfolio Manager
Jon Dudzinski
CFA
Portfolio Manager
As a Portfolio Manager, Jon assists the advisors with identifying the appropriate portfolio allocations for clients utilizing the firm's risk tolerance guidelines, investment time horizons, clients' personal financial objectives, and investment constraints. Jon manages the John Adams Global (JAG) International Small/Microcap Strategy.
In his spare time, Jon is a beekeeper. In fact, this odd hobby morphed into a full-fledged business with a line of beeswax-based lip balm carried in Whole Foods and thousands of retailers across the country.
As a bone marrow donor, Jon founded the UW Oshkosh chapter of Be the Match. His chapter has been responsible for over 100 life-saving bone marrow donations. He also sits on over half a dozen non-profit boards of directors.
Josh Preiss
Portfolio Manager
Josh Preiss
CFA
Portfolio Manager
As a Portfolio Manager, Josh assists the advisors with identifying the appropriate portfolio allocations for clients utilizing the firm's risk tolerance guidelines, investment time horizons, clients' personal financial objectives, and investment constraints. Josh manages the Discovery Stock Portfolio at Merit, as well as executes fixed income trades for Merit clients.
In his free time, Josh enjoys hiking & getting outdoors in nature, listening to music (especially on vinyl), spending time with his dog and doing CrossFit.
Luke Wendorf
Investment Operations Associate
Luke Wendorf
Investment Operations Associate
As an Investment Operations Associate, Luke provides support to the Portfolio Managers by conducting due diligence on current and potential client holdings, regularly monitoring company financials, and creating research reports on individual equities and fixed income.
In his spare time, Luke enjoys golfing, hiking, bow hunting, and spending time with family.
Tanya Rothel-King
Regional Operations Administrator
Tanya Rothel-King
Regional Operations Administrator
As a Regional Operations Administrator, Tanya assists the financial advisors by greeting clients and handling incoming phone calls, updating client records, managing client appointments and correspondence. She also assists the advisors in creating portfolio summaries for clients, organizes daily workflow, and works with the team to ensure deadlines and client needs are met.
Tanya resides in Sheboygan Falls and is passionate about spending time with her family and friends. She also enjoys volunteering with her daughter, traveling, dirt track racing, and snowmobiling.
Leslie Clark
Regional Marketing Manager
Leslie Clark
Regional Marketing Manager
As a Regional Marketing Manager, Leslie focuses on office compliance, marketing materials, design, advertising, content creation, brand awareness, database maintenance, overall client communications, and assisting with M&A initiatives.
Leslie lives with her husband Tylor and her daughter Aaliyah. In her spare time, Leslie enjoys spending time with family and friends, and traveling.
Hope Jochimsen
Executive Assistant
Hope Jochimsen
Executive Assistant
As an Executive Assistant, Hope assists the Wealth Manager, Paul Jochimsen, by greeting clients, online account opening, creating professional documents, client account maintenance, handling incoming phone calls, and managing client appointments.
Hope lives in Sheboygan and enjoys spending her free time with family and friends. She loves going on nature walks/hikes, working out, attending concerts, downhill skiing, and being on the lake in the summer.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.