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

Marilyn Mersberger
Vice President, Office Manager

Don Hammond
Senior Vice President, Managing Partner

Zach Mersberger
Regional Director, Branch Operations Manager, Partner

Joshua Mersberger
Regional Director, Partner

Will Morrison
Wealth Manager

Andrea Zoeller
Wealth Manager

Paul Jochimsen
Wealth Manager

Bryce Stacy
Service Advisor

Matthew Krier
Service Advisor

Ben Braizer
Service Advisor

Sydney Thompson
Service Advisor

CaSondra Gimbi
Lead Client Service Manager

Paige Gerber
Client Service Manager

Kendall Kane
Client Service Manager

Mercy Yang
Client Service Manager

Austin Summers
Portfolio Manager

Jon Dudzinski
Portfolio Manager

Josh Preiss
Portfolio Manager

Luke Wendorf
Investment Operations Associate

Tanya Rothel-King
Regional Operations Administrator

Leslie Clark
Regional Marketing Manager

Hope Jochimsen
Executive Assistant
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.