Meet Our Team Laura Mossakowski, CFP® Certified Financial Planner(TM) (920) 321-0327 firstname.lastname@example.org 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, their son Eli, and foster daughter Darlene 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. Anita Golz Paraplanner email@example.com 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. L J Sesko Olarte Office Coordinator firstname.lastname@example.org L J has over 15 years' experience in quality customer service and office coordination support. Her detailed organization and prioritization allow smooth functioning of daily office activities. She volunteered 14 years at her parish as a catechism teacher, has some basic knowledge of ASL (American Sign Language), and is interested in learning Polish. L J is an avid rock/gem collector, enjoys everything nature, children's literature, crochet and sewing, and hiking & exploring. L J loves spending time with her 2 adult sons and daughter-in-law, Sean & Ewelina and Austin. Bre Huempfner Advisor Support Specialist 920-321-0327 email@example.com 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 is Series 7, 63, & 65 registered. She also has her Accident & Health and Life insurance licenses. She graduated with a Bachelor’s degree from the University of Wisconsin-Green Bay in 2016 and recently completed coursework to become a Financial Paraplanner Qualified Professional. She is the proud mother of two, Kenny and Alice, and has a furry cat named Oscar. In her spare time, Bre enjoys baking, birding, calligraphy, reading, and spending time outdoors with her kids. Annabelle "Annie" 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 Chandra CFO Consultant 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.