Meet Our Team

Laura is the founder and CEO of Laura Mossakowski, LLC. She has built a practice where women and men are welcome and respected. After graduating with a Bachelor degree from the University of Wisconsin – Green Bay in 2001, she began serving the community as a financial planner; assisting clients to work towards maximizing and preserving their wealth. Laura holds the prestigious CERTIFIED FINANCIAL PLANNER ™ designation from the CFP Board of Standards, Inc. Laura is Series 7, 63, and 65 registered (held through LPL Financial) as well as Life, and Accident & Health insurance licensed. In her spare time, Laura, her husband Pete, and their son Eli enjoy traveling and outdoor activities, spending time with their extended family and friends, and volunteering in the community. They also enjoy hiking with their golden-doodle Annabelle, and cuddling with their cats Milo and Picasso. 

Bre has always felt that her life’s mission is to help others and she brings that spirit into her role as an Advisor Support Specialist. While previous careers in healthcare and banking allowed her to help others, she thoroughly enjoys aiding advisors in providing exceptional service to their clients. Bre has her Series 7, 63, & 65 securities licenses held with LPL Financial, as well as her Accident & Health and Life insurance licenses. She graduated with a Bachelor’s degree from the University of Wisconsin-Green Bay in 2016 and holds a Financial Paraplanner Qualified Professional designation. Bre is the proud mother of two young children, Kenny and Alice, and has a furry cat named Oscar. In her spare time, she enjoys baking, birding, rollerblading, reading, and spending time outdoors with her kids.

Anita spent the first part of her career as an educator and administrator, and brings her skills of organization and planning to her position as Paraplanner. Anita is Series 7 and 66 registered (held through LPL Financial), as well as Life, and Accident & Health insurance licensed. She works directly with Laura in assisting our clients. Some of her duties include meeting preparation, account opening, and client account management. She is the proud mother of two young men, Jacob and Matthew, and shares her home with her two cats, Paul and Max. In her spare time she enjoys sporting events, walking, biking, working in her yard, playing piano for her church, and spending time with her family and friends.

Annabelle “Annie” is a Goldendoodle that joined Laura's family in 2018, and is an integral part of our office family atmosphere as well. In her position as our client relations specialist, she takes her responsibilities very seriously, especially in greeting clients and napping. She loves the mellow life at the office, while her playful side shows up with the kids and other pets at home.

Monika is based in the Fort Mill, SC office of LPL Financial. She has over 24 years of operations and finance management experience, positively impacting the overall financial health of organizations by focusing on revenue growth and expense management, while still ensuring clients' needs come first. Prior to joining LPL, Monika served as VP Finance, TPA of a large health insurer in the MD/DC area. She received her Bachelor’s in Finance from Ithaca College in Ithaca, NY and an MBA from University of Maryland. She is married and has 2 kids – a 13-year-old daughter and 9-year-old son; living in Charlotte since 2017. She enjoys the outdoors, water activities, travelling, is a foodie and loves wine. 

Monika is an LPL employee and is part of the CFO Solutions Program that supports multiple advisor’s businesses.