FIM Group Wisconsin

Jeffrey Lokken, CFP^®

Wealth Management - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Jeffrey Lokken joined FIM Group in 2001 as a private client wealth manager. His responsibilities include preparing and monitoring client personal financial plans and assisting other FIM Group financial advisers with designing and implementing financial planning strategies. Jeff specializes in providing financial planning services for physicians, surviving spouses and retirees.

Jeff received his Bachelor of Science degree from the University of Wisconsin-La Crosse in 1977, and his Master of Science degree from Winona State University in Minnesota in 1981. He then worked as an independent financial manager until 1989 when he established the fee-only wealth management firm, Lokken Financial, Inc. In 1993 he merged with Chesnut & Cape to form Lokken, Chesnut & Cape, Inc. and served as CEO of the firm until July of 2001.

Among his professional accomplishments, Jeff has been authorized by the Certified Financial Planner Board of Standards (CFP^® Board) to use the certification marks CFP^® in accordance with CFP^® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP^® Board. Jeff has also earned the Chartered Financial Consultant professional designation sponsored by the American College and has completed a Master of Science degree in Financial Planning from the College for Financial Planning. Jeff's professional association memberships include the Financial Planning Association and NAPFA, the National Association of Personal Financial Advisors, which is the largest professional association of comprehensive, fee-only financial planners in the United States.

Kevin Mahoney

Wealth Management - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Kevin Mahoney joined FIM Group in July 2007 as a wealth manager.

A registered investment adviser and a certified public accountant, Kevin comes to FIM Group with ten years of experience providing financial advice to individuals and businesses. Kevin was previously an investment representative for Merchants Investment Services in Winona, Minnesota. He previously spent 11 years as a corporate controller and has ten years of public accounting experience. Kevin also holds the designation of Certified Fee Insurance Specialist. This is a certification that demonstrates an advanced knowledge of life insurance products.

Jason Sobolik

Wealth Management - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Jason Sobolik joined FIM Group in 2007 as a financial planning specialist. He spent 12 years at Business Objects (a SAP company) as a Global Technical Account Manager and Sales Engineer working internationally to expand its solutions throughout their global network of consulting firms and software providers. Jason is currently assisting with financial, tax and retirement planning services for FIM Group clients in Wisconsin.

Jason holds bachelor's degree in Mathematics and Computer Information System from Wartburg College and is currently working toward a CFP designation.

Bonnie DeKrey

Client Services - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Bonnie DeKrey joined FIM Group in 2001. She facilitates the office flow by maintaining day-to-day operations and is part of the FIM Group Client Services team, providing support for client communication and service.

Prior to joining FIM Group, Bonnie was employed in bookkeeping and various office capacities, as well as running a small business with her husband, Ron.

Bonnie enjoys a wide variety of creative hobbies in her spare time. She and her husband reside in Holmen, Wisconsin, and are the proud parents of two adult children, Joel and Katie.

Patti Lokken

Client Services - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Patti Lokken joined FIM Group in 2001 as office manager.

Patti's experience includes 14 years as a corporate legal secretary and working over 20 years in the financial services industry in various positions including compliance, accounting and as an executive assistant.

Patti is a lifetime resident of the La Crosse Coulee Region, who has two adult children and is married to Jeff Lokken, the Wisconsin Branch Manager. Patti has a deep appreciation for service members that have led her to a commitment for community service, which includes being a director on two non- profit boards, the Wisconsin Chapter of Operation Homefront and the La Crosse Coulee Region Freedom Honor Flights.

Sheryl Pearson

Client Services - This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Sheryl Pearson joined FIM Group Client Services team in August 2001.

A native of the Midwest, Sheryl graduated with a BSN degree from the University of Wisconsin-Madison. Sheryl brings her teaching background and people skills to her position in Client Services. She serves as a liaison between our clients, custodians and financial planners to provide a high-level experience of client satisfaction and service.

Sheryl resides in La Crosse with her husband, Steve. In her spare time, she enjoys traveling and kayaking the rivers and lakes of Wisconsin.