Broker Check

Operations Team

Client Relations Team

Deb A. Morgan

Director of Client Relations

Deb has been with Mersberger Financial Group since December 2010, coming to the firm with over 12 years of experience spent as a client relations representative. Deb assists the financial advisors by greeting clients and handling...

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Tanya M. Roethel-King

Client Relations Specialist

Tanya has been with Mersberger Financial Group since April 2016, coming to the firm with over 9 years of experience in the financial industry as a client services representative. Tanya assists the financial advisors by greeting clients...

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Client Services Team

Mary R. Murphy

Client Services Specialist

Mary has been with Mersberger Financial Group since October 2009 coming to the firm with over 14 years of industry experience in insurance and financial advising offices. Mary assists the financial advisors in product research,...

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CaSondra L. Gimbi

Director of Client Services

CaSondra has been with Mersberger Financial Group since April 2015, coming to the firm with over 10 years of industry experience in financial and banking offices. CaSondra assists the financial advisors in online account opening,...

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Paige O. Gerber

Client Services Specialist

Paige has been with Mersberger Financial Group since June 2017, coming to the firm with over 2 years of industry experience in financial and banking offices. Paige graduated Summa Cum Laude from Lakeland College with a degree in...

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New Client Coordination 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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CaSondra L. Gimbi

Director of Client Services

CaSondra has been with Mersberger Financial Group since April 2015, coming to the firm with over 10 years of industry experience in financial and banking offices. CaSondra assists the financial advisors in online account opening,...

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Deb A. Morgan

Director of Client Relations

Deb has been with Mersberger Financial Group since December 2010, coming to the firm with over 12 years of experience spent as a client relations representative. Deb assists the financial advisors by greeting clients and handling...

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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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Joshua P. Preiss

Director of Trading

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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Joshua P. Mersberger, CRPC, CFP®

Financial Advisor / Registered Principal

Josh joined Mersberger Financial Group, Inc. as a financial advisor in May of 2009 after graduating Summa Cum Laude from the University of Wisconsin Oshkosh with a Bachelors of Business Administration in Finance as well as an emphasis...

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Leslie A. Clark

Director of Marketing & Communications

Leslie has been with Mersberger Financial Group since January 2015 coming to the firm as a marketing graduate with an emphasis in sales from the University of Wisconsin Oshkosh. Leslie focuses on client events, social media, website...

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Marilyn L. Mersberger

CFO / Vice President / Business Manager / Office Manager

Marilyn is founder and co-owner of Mersberger Financial Group, Inc. She works closely with her husband, Peter and sons Joshua and Zachary, regarding the growth and direction of the company. As vice president and manager of business and...

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Mary R. Murphy

Client Services Specialist

Mary has been with Mersberger Financial Group since October 2009 coming to the firm with over 14 years of industry experience in insurance and financial advising offices. Mary assists the financial advisors in product research,...

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Paige O. Gerber

Client Services Specialist

Paige has been with Mersberger Financial Group since June 2017, coming to the firm with over 2 years of industry experience in financial and banking offices. Paige graduated Summa Cum Laude from Lakeland College with a degree in...

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Peter J. Mersberger, LUTCF

CEO / President / Financial Advisor

Peter, along with his wife Marilyn, founded Mersberger Financial Group, Inc. in 1994. Previously employed with another financial firm for nine years, the dream of owning and operating their own practice is what led to the origin of...

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Tanya M. Roethel-King

Client Relations Specialist

Tanya has been with Mersberger Financial Group since April 2016, coming to the firm with over 9 years of experience in the financial industry as a client services representative. Tanya assists the financial advisors by greeting clients...

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Zachary R. Mersberger, CFA®, CRPC, AIF

Financial Advisor

Zach joined Mersberger Financial Group, Inc. as a financial advisor in May of 2011 after graduating Summa Cum Laude from the University of Wisconsin Oshkosh with a Bachelors of Business Administration in Finance as well as an emphasis...

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