Wisconsin Team

Jeffrey Lokken
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
Kevin Mahoney joined FIM Group in July 2007, in the Wisconsin Office 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.
Jason Sobolik
Jason Sobolik joined the FIM Group Wisconsin Office 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 towards a CFP designation.
Patricia Lokken
Sheryl Pearson
Sheryl Pearson joined FIM Group in August 2001, in client services.

A native of the Midwest, Sheryl graduated from University of Wisconsin-Madison with a bachelor's degree in Nursing and continued post–graduate work at University of Wisconsin-La Crosse. Her career experience includes nurse consulting and serving as a nursing faculty member at Western Wisconsin Technical College. Sheryl brings her teaching background and people skills to her position as client services manager of the Wisconsin office. 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, and their four children.
Bonnie DeKrey
Bonnie DeKrey joined the FIM Group, Wisconsin office in 2001. She facilitates the office flow by maintaining day to day operations and is part of the FIM Group client service team, providing support for client communication and service.

Prior to joining the 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 Ron reside in Holmen, Wisconsin and are the proud parents of two adult children, Joel and Katie.