Broker Check

Advisor Team

Andrea J. Zoeller

Financial Advisor / Director of Financial Planning

Andrea has been with Mersberger Financial Group since June 2015 coming to the firm as a Finance and Psychology graduate from the University of Wisconsin Oshkosh. While at UW Oshkosh, Andrea was an Honor Roll Student and participated in...

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Joshua P. Preiss

Director of Trading / Portfolio Manager

Joshua has been with Mersberger Financial Group since June 2016. He joined the firm after graduating from the University Of Wisconsin Oshkosh with a Bachelors of Business Administration in Finance. While at UW Oshkosh, Joshua...

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Austin A. Summers

Portfolio Research Associate

Austin Summers has been with Mersberger Financial Group since May 2019 coming to the firm as a Finance and Economics graduate from the University of Wisconsin Oshkosh. Austin assists the advisors in executing trades and reviewing the...

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John Ben Brazier

Para-Planner

Ben has been with Mersberger Financial Group since September of 2018 coming to the firm with experience in operations management as well as a degree in Finance from the University of Wisconsin Whitewater. Ben focuses on creating...

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Jonathan A. Dudzinski, CFA®

Portfolio Manager

Jon has been with Mersberger Financial Group since July 2019 coming to the firm with seven years of industry experience. Jon graduated Summa Cum Laude from UW Oshkosh with a degree in Accounting and Finance; and won the...

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