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Our Team

Alex Albert

Client Relationship Manager

Phone Number 262-242-4200

Email alex.albert@lpl.com
Peter Anderson

LPL Financial Advisor

Phone Number 262-242-4200

Email peter.anderson@lpl.com
Christopher Becker, CFP^®, CAP^®, WMCP^®

CERTIFIED FINANCIAL PLANNER^™ Professional

Phone Number 262-242-4200

Email christopher.a.becker@lpl.com
Josh Boris, CFP^®, CRPC^®

CERTIFIED FINANCIAL PLANNER™ Professional

Phone Number 262-242-4200

Email josh.boris@lpl.com
Peggy Boris

LPL Financial Advisor

Phone Number 262-242-4200

Email peggy.boris@lpl.com
Andrew Boyd

LPL Financial Advisor

Phone Number 262-242-4200

Email andrew.s.boyd@lpl.com
Kelley Donovan

LPL Financial Advisor

Phone Number 563-582-6968

Email kelley.donovan@lpl.com
Brooke Gassman

Director of Operations

Phone Number 563-582-6968

Email brooke.gassman@lpl.com
W. Ryan Gray

LPL Financial Advisor

Phone Number 262-242-4200

Email ryan.gray@lpl.com
Courtney Krogstad

CERTIFIED FINANCIAL PLANNER™ Professional

Phone Number 262-242-4200

Email Courtney.Krogstad@lpl.com
Margie Larson

Client Relationship Manager

Phone Number 262-242-4200

Email margie.larson@lpl.com
Marc Mrugala

LPL Financial Advisor

Phone Number 262-242-4200

Email marcus.mrugala@lpl.com
Jeri Powalish

Office Manager

Phone Number 262-242-4200

Email jeralyn.powalish@lpl.com
Andrea Richmond

Office Assistant

Phone Number 262-242-4200

Email andrea.richmond@lpl.com
Matthew R. Richmond

LPL Financial Advisor

Phone Number 262-242-4200

Email matthew.richmond@lpl.com
Gregg Shaffer

LPL Financial Advisor

Phone Number 262-242-4200

Email gregg.shaffer@lpl.com
Paeton Umhoefer

Intern

Phone Number 262-242-4200

Email paeton.umhoefer@lpl.com

Check the background of this investment professional