Financial Advisors and Wealth Managers in Sheboygan Falls, WI
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Sheboygan Falls, WI Office
Contact
Phone: 920.467.4909
Location
1160 Fond Du Lac Ave
Sheboygan Falls, WI 53085
Business Hours
Mon - Fri (8AM - 5PM) Sat - Sun (Closed)
Our Team
Peter Mersberger
Managing Partner
Meet Peter >
Peter Mersberger
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.
Zach Mersberger
Managing Principal, Partner
Meet Zach >
Zach Mersberger
CFA®, AIF, CRPC
Managing Principal, Partner
Zach Mersberger is a Managing Principal 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.
Will Morrison
Wealth Manager
Meet Will >
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.
Sydney Thompson
Wealth Manager
Meet Sydney >
Sydney Thompson
CFP®
Wealth Manager
Sydney Thompson, CFP® is a Wealth Manager in the Sheboygan Falls, WI and De Pere, WI branches of Merit Financial Advisors. Sydney is an experienced financial planner who believes in bringing a comprehensive financial planning approach to her client’s unique goals, values, and needs. She is a Certified Financial Planner® practitioner and her expertise includes all areas of financial planning, including investment management, tax strategies, risk management, estate planning, Social Security optimization, income planning, and retirement planning. Sydney strives to provide customized financial planning solutions that inspire confidence in her client’s futures at any stage in life, whether planning for retirement, buying a home, or going through a major life transition.
Sydney was born and raised in northern Wisconsin and now resides in Oshkosh, Wisconsin. Sydney is a graduate of the University of Wisconsin, Oshkosh with a Bachelor of Business Administration in Finance (Summa Cum Laude). In her spare time, Sydney enjoys spending time with friends and family, reading, traveling, hiking, and going up north to spend time on the lake.
Certifications:
- CFP® - Certified Financial Planner
- Series 7 – General Securities Representative (held with LPL Financial)
- Series 66 – Uniform Combined State Law Examination
- Life, Health, and Disability Insurance Licenses
Bryce Stacy
Service Advisor
Meet Bryce >
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.
CaSondra Gimbi
Regional Operations Director
Meet CaSondra >
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.
Kendall Kane
Client Service Manager
Meet Kendall >
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.
Josh Preiss
Portfolio Manager
Meet Josh >
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.
Leslie Clark
Regional Marketing Manager
Meet Leslie >
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.
Marilyn Mersberger
VP, Office Manager
Meet Marilyn >
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.
Josh Mersberger
Managing Principal, Partner
Meet Josh >
Josh Mersberger
CFP®, CRPC
Managing Principal, Partner
Josh Mersberger is a Managing Principal 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.
Andrea Zoeller
Wealth Manager, Partner
Meet Andrea >
Andrea J. Zoeller
CFP®
Wealth Manager | Partner
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.
Ben Brazier
Service Advisor
Meet Ben >
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.
Paige Gerber
Client Service Manager
Meet Paige >
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.
Mercy Yang
Client Service Manager
Meet Mercy >
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.
Luke Wendorf
Investment Operations Associate
Meet Luke >
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.
Hope Jochimsen
Executive Assistant
Meet Hope >
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.
Don Hammond
SVP, Managing Partner
Meet Don >
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.
Don Hammond is solely an investment advisor representative of Merit Financial Advisors, and not affiliated with LPL Financial.
Brian Andrew
Chief Investment Officer
Meet Brian >
Brian Andrew
CFA®
Chief Investment Officer | Executive Vice President
Brian Andrew, CFA®, Chief Investment Officer, focuses on managing Merit’s investment strategy and team to provide investment solutions for advisors and their clients. Brian enjoys understanding the economy and markets and helping advisors build investment strategies for their clients. Brian received his B.S. in Finance from the University of Minnesota and completed the CFA®/Harvard Investment Management Program. Brian likes to travel with family, ski, and enjoy motorcycle travel.
Paul Jochimsen
Wealth Manager
Meet Paul >
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.
Matthew Krier
Service Advisor
Meet Matthew >
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.
Austin Summers
Portfolio Manager
Meet Austin >
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.
Tanya Roethel-King
Regional Operations Administrator
Meet Tanya >
Tanya Roethel-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.
Morgan Seidel
Client Relationship Manager
Valerie Verhunce
Branch Office Administrator
Meet Valerie >
Valerie Verhunce
Branch Office Administrator
Valerie Verhunce is a Branch Office Administrator for Merit focusing on providing a positive client experience and providing support for the wealth managers. She enjoys seeing the positive impact our wealth managers and services can make for our clients. Valerie received her Bachelor's Degree in Psychology from the University of Wisconsin Madison. She likes to spend time with fiancé and their two dogs. She also enjoys going to concerts, camping, kayaking, hiking and snowboarding.
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Sheboygan Falls
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Sheboygan Falls, WI
Our service areas include:
- Kohler
- Cedar Grove
- Oostburg
- Howards Grove
- Plymouth
- Elkhart Lake
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Sheboygan Falls and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.