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Advisor Team

Andrea J. Zoeller, CFP®

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, CFA®

Director of Trading / Portfolio Manager

Joined: June 2016 Education: Bachelors of Business Administration in Finance from the University of Wisconsin OshkoshFEI Outstanding Finance Student of the Year 2015-2016 AwardStudent Managed Endowment Fund Member (two semesters)...
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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

Assistant Director of Financial Planning / 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

Joined: July 2019 7 years of previous industry experience. Education: Bachelors of Business Administration in Accounting and Finance from the University of Wisconsin Oshkosh (Summa Cum Laude) Chancellor’s Award for Excellence...
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