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, 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 cat Milo. 

Anthony is a dedicated LML financial professional that is passionate about guiding clients through their financial journeys. He holds his Series 7 and Series 66 registrations through LPL Financial, along with Life, and Accident & Health insurance licenses. In his free time, Anthony enjoys playing card games with family and friends, bird hunting, and salmon fishing. He also loves traveling to state parks with his wife, Kiarra, and their affectionate red poodle, Remi, who adores meeting people.

Alyssa holds a crucial role as our passionate LML Financial Paraplanner. She is instrumental in seamlessly providing valuable support to our clients and our team. She ensures that all clients receive our top-notch planning and investment experience throughout every phase of their lives. She holds her Series 7 and Series 66 registrations through LPL Financial, along with Life, and Accident & Health insurance licenses. Outside of work, Alyssa enjoys baking, crafting, watching sports, and spending time with friends and family.

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 at home or at the dog park.

Chelsea is warm, welcoming, and instrumental in supporting our clients and team here at LML. She joined the Laura Mossakowski, LLC team after 10 years in the healthcare field. She loves learning new things and works diligently with our team to continually enhance our clients’ experience here at LML. Chelsea and her husband Lucas have a Corgi named Nova who they love taking on different adventures. In her free time, she enjoys spending time with family and friends, reading, and crafting.

Tammy thrives when working with people and learning new things. After teaching students and coaching teachers for 34 years, she became a team member at Laura Mossakowski, LLC to continue this passion.  Tammy and her husband Trevor have two grown children and one grandchild, whom they absolutely adore. In her free time, she finds happiness spending time with family and friends, reading, and being creative.

Marty has been serving advisors as a CFO since April 2021. He provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations. His financial services career spans over 15 years. He received a Bachelor’s Degree and an MBA from Winthrop University. He is FINRA Series 7, 63, & 66 registered through LPL and maintains the Certified Financial Planner® designation. Originally from the northeast, Marty now resides in Fort Mill, South Carolina with his wife, Alison, and his son, Bentley. While his greatest enjoyment comes from spending time with his family, he also loves sports, gardening, learning and the outdoors.