Our Team

 

Matthew R. Richmond, MBA

Matthew R. Richmond has been a Financial Advisor for over 25 years and specializes in comprehensive investment management.  He earned an MBA with an emphasis in Finance from Concordia University of Wisconsin.  He is married and has two wonderful children. He enjoys spending time with his family and all things outdoors including: skiing out-west, bird hunting with his German Shorthair and travel.  Matthew lives in Mequon and is a member of Christ Church, Past President of the Mequon Thiensville Chamber of Commerce, Past President for Gathering on the Green in Mequon and currently volunteers time with Big Brothers, Young Life and LSS.

Securities registered for Series 7, 66, 24 with LPL Financial and licensed in Life and Health Insurance.

Office: (262) 242-4200
matthew.richmond@lpl.com

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, IA, IL, IN, MD, MI, MN, MO, MT, NC, NV, NY, OH, OK, SC, VA, WA, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Peggy Boris

 

Peggy is a trusted LPL Financial Advisor dedicated to her clients. Peggy has a great passion for helping people and  upholds the practice of putting clients first!  Peggy uses her 15 years of financial advising experience and investment knowledge to build client's portfolios to pursue their retirement goals and more.  Business of Administration Finance degree from University of Wisconsin-Oshkosh.  
Prior to becoming a financial advisor, Peggy spent 15 years in management roles including financial at FIS (formerly Metavante.)  Peggy has great enthusiasm for sports and away from the office, she gives back to the sport of soccer as a board member and past-President of the Bavarian Soccer Club. Her sons Casey and Josh played as Bavarians. Peggy is a former collegiate gymnast and a self-described "groupie" gymnastics fan and coached for many years.

Securities registered for Series 7, 66 with LPL Financial and licensed in Life and Long Term Care Insurance.

Office: (262)-242-4200
peggy.boris@lpl.com

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, OH, SC, WA, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

W. Ryan Gray, CFP®

Ryan began his career in financial services in 2004 as a Financial Advisor and was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010.  In 2012 he decided to better serve his clients and family by joining the independent world of financial services with LPL Financial.

Ryan lives in Whitefish Bay with his wife, Erin and their boys Owen and Wyatt.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

Office: (262)-242-4200
ryan.gray@lpl.com

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, IL, MN, NY, OH, SC, GA, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Peter Anderson

Pete has been a financial advisor since 1995 and in the financial services industry since 1979. He was the Director of internal audit for a bank in Illinois and specialized in trust department auditing which helped to foster his passion for investing. Pete earned his degree in economics from Northern Illinois University and received a certificate in Management from Marquette. He has a passion for helping people and their families by applying a comprehensive view to his investment advisory services.

Pete enjoys community involvement and has served on several boards including the United Fund of Illinois, Big Brothers & Big Sisters, and the Washington County Soccer club. He is an active member of Northbrook Church in Richfield. Pete and his wife Kim have four children and five grandchildren. In his spare time he enjoys golf and spending time with his family.

Holds the Series 7 & 65 securities registrations through LPL Financial, and insurance licensed in Life, Health, and Long Term Care.

Office: (262)-242-4200
peter.anderson@lpl.com

 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

 

Andrew Boyd


Andy Boyd is a veteran Wealth Manager who has served both institutional and private clients for more than 38 years and helped individuals and families pursue their financial goals.  Andy received a Bachelor of Business degree in both Finance and Marketing from the University of Wisconsin, Madison.  He is a physical fitness enthusiast who enjoys outdoor activities including golf and tennis.  Andy lives in Mequon with his wife Deanna and enjoys spending time with his children, Ashley, Elizabeth and Andy as well as his three grandchildren.

Securities registered for Series 7, 63 and 65 with LPL Financial and licensed in Life and Health Insurance.

Office: (262)-242-4200
andrew.s.boyd@lpl.com

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, FL, IL, TX, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

 

Marc Mrugala


Marc Mrugala has been a Financial Advisor since 2005 and is an Accredited Asset Management Specialist -AAMS®. He is passionate about helping clients pursue their financial goals.

Marc's love of people and the community are evidenced in his local involvement. He has served as Thiensville Business Association President from 2013 to 2020; and currently serves on the Board of Directors. Marc also helped reorganize the Thiensville Village market which is during the summer at Village Park. He is the current Parade chairman for the Family Fun Before the Fourth  and is also an assistant scout master for Troop 817, Troop 839 and is a Cub Scout leader for Den 4 in Grafton.

Marc and his family live in Saukville and love to visit our countries national parks.

Securities registered for Series 7 & 63 with LPL Financial and licensed in Life and Health Insurance.

Office: (262)-242-4200
marcus.mrugala@lpl.com

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, TX, VA, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Kelley Donovan


Kelley Donovan has been a Financial Advisor for more than a decade and offers financially thriving individuals and couples' advice on retirement planning and investing. She is divorced, and in a very fulfilling specialty, she also provides higher net worth individuals with financial counsel to navigate divorce. She holds the Series 7 and 66 registrations through LPL Financial, and a BA, Finance, from the University of Iowa.  In her personal life, Kelley has five children, Andie, Alaina, Bridget, Riley and Kedi, a young man from Namibia, Africa. They are each recent college graduates and are pursuing many adventures in their work and personal lives. She could not be prouder of them.  Kelley currently serves on the board of The Red Basket Project. She served on these Dubuque boards: Chamber of Commerce; Dupaco Credit Union; Montessori School, President; Resurrection School PTA, President; Julien Dubuque International Film Festival; VOICES in the Warehouse; Dubuque Arts Council; and the Food Pantry. She also co-founded 100+ Women Who Care – Dubuque. She enjoys the arts - especially film and attends Sundance when she is able. She considers time spent with friends and family to be the best time of all, including visiting with her clients, many who become friends.

Kelley maintains a full-service investment office at 330 W. 5th Street in Dubuque, IA with her office administrator, Joyce Hartig.

Office: (262)-242-4200
kelley.donovan@lpl.com

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, FL, GA, IA, IL, MA, MI, NC, OH, TN, TX, WI.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

 

 

Jeri Powalish, Office Manager

Jeri Powalish, (“JP”, as she's affectionately known) is our valued office manager and works directly with clients as a servicing specialist. She studied business administration and has been at RIS since 2007; also worked in the financial industry prior to that. She lives in Germantown with her husband, Mike and they have 2 adult sons.  She enjoys travel, family time and creative avenues like garden art, crafting and acrylic canvas painting. JP is an active member of Crossway Church and is on the Community Ministries leadership team.  One of her passions is organizing/preparing a meal for the families at Ronald McDonald House.  She also co-leads a group that serves at various organizations in the metro Milwaukee area.

Office: (262)-242-4200
jeralyn.powalish@lpl.com

Sarah Will, Client Service Specialist

Sarah Will joined the Richmond Investment Services team in 2015 and has 10 years of experience in the financial/client service industry. Sarah enjoys getting to know our clients and helping them with all of their account related needs. Prior to her career in financial services, Sarah graduated from Carroll College with a BA in technical writing.  

Sarah lives in Colgate, WI with her husband, two daughters and bulldog. She enjoys being outside in her garden, hiking, DIY projects, cooking and traveling.  

Office: (262) 242-4200
sarah.will@lpl.com

Andrea Richmond, Office Assistant

Andrea Richmond has been in financial services since 1996, first in banking services and for several years as a sales-assistant with Smith Barney in downtown Milwaukee.  She was instrumental in building infrastructure as well as asset transfer during the founding of Richmond Investment Services in 2006. Andrea is married to Matthew and loves spending time with her family and friends. She also enjoys reading and is an active member of Christ Church.

Office: (262) 242-4200
andrea.richmond@lpl.com

Amy Wagner, Client Relationship Manager

Amy Wagner is our client relationship manager.  She is a graduate of UW Madison where she played four years of Volleyball and earned Second Team All-America honors!  She double majored in political science and history and worked under Tommy Thomson in the office of policy and administration.   Her passion is people and mentoring.  She does this actively today though volunteering and coaching.  She lives in Germantown with her husband Bart and their two daughters.  She is active with Milwaukee Sting Volleyball Club, Crossway Church and enjoys gardening and spending time family and friends.

Office: (262) 242-4200
amy.wagner@lpl.com