Our Team

• 

  Alex Albert

  Client Relationship Manager

  Phone Number 262-242-4200

  Email alex.albert@lpl.com

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• 

  Christopher Becker, CFP^®, CAP^®, WMCP^®

  CERTIFIED FINANCIAL PLANNER^™ Professional

  Phone Number 262-242-4200

  Email christopher.a.becker@lpl.com

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• 

  Josh Boris, CFP^®, CRPC^®

  CERTIFIED FINANCIAL PLANNER™ Professional

  Phone Number 262-242-4200

  Email josh.boris@lpl.com

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• 

  Peggy Boris

  LPL Financial Advisor

  Phone Number 262-242-4200

  Email peggy.boris@lpl.com

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• 

  Kelley Donovan

  LPL Financial Advisor

  Phone Number 563-582-6968

  Email kelley.donovan@lpl.com

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• 

  Brooke Gassman

  Director of Operations

  Phone Number 563-582-6968

  Email brooke.gassman@lpl.com

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• 

  W. Ryan Gray

  LPL Financial Advisor

  Phone Number 262-242-4200

  Email ryan.gray@lpl.com

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• 

  Courtney Krogstad

  CERTIFIED FINANCIAL PLANNER™ Professional

  Phone Number 262-242-4200

  Email Courtney.Krogstad@lpl.com

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• 

  Margie Larson

  Client Relationship Manager

  Phone Number 262-242-4200

  Email margie.larson@lpl.com

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• 

  Marc Mrugala

  LPL Financial Advisor

  Phone Number 262-242-4200

  Email marcus.mrugala@lpl.com

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• 

  Jeri Powalish

  Office Manager

  Phone Number 262-242-4200

  Email jeralyn.powalish@lpl.com

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• 

  Andrea Richmond

  Office Assistant

  Phone Number 262-242-4200

  Email andrea.richmond@lpl.com

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• 

  Matthew R. Richmond

  LPL Financial Advisor

  Phone Number 262-242-4200

  Email matthew.richmond@lpl.com

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• 

  Gregg Shaffer

  LPL Financial Advisor

  Phone Number 262-242-4200

  Email gregg.shaffer@lpl.com

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• 

  Paeton Umhoefer

  Intern

  Phone Number 262-242-4200

  Email paeton.umhoefer@lpl.com

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