Advice guided by local experience. Our financial consultants are registered through LPL Financial and have a commitment not only to you but the community you live in. Our financial consultants are proud of their dedication to the community outside of the work place. We believe this passion to the local community helps them better understand your needs and equips them to help achieve your financial goals. Contact a financial consultant in your area for a no-obligation consultation.
Find your closest advisor:
Phone: (262) 796-4500 ext. 3717
Serving Bay View, Cudahy & West Milwaukee.
Specializing in helping clients with their financial picture, Sheri has been servicing credit union members for 15 years.
Sheri holds a Series 6 and 63 securities registration through LPL Financial and a life insurance license in the state of Wisconsin. This allows her to offer a wide array of investment options to help clients pursue their goals.
Sheri will take the time to discuss your goals and help you implement a plan to address them using a variety of investments that are specifically suited to each individual. Sheri prides herself in establishing a trusting relationship with each client. She enjoys meeting with clients on a regular basis to maintain that relationship and to continue to help educate clients on all their investment opportunities.
Bill Gomilla, CFP®
Phone: (262) 796-4500 ext. 3502
Serving Wauwatosa, Germantown, Midtown, Grafton & West Bend.
Bill has been in the investment services industry for over 17 years. He joined Landmark Investment Center in 2000.
Bill offers advice and guidance from a long-term planning perspective and places a financial focus on retirement planning, income replacement planning, education planning, and estate planning.
He specializes in retirement planning and 401k rollovers. He will explain the tax effects of distributions from your retirement plans, determine income tax implications and calculate required minimum distributions.
He takes into consideration each client’s investment objective and risk acceptance before making recommendations. He utilizes, MoneyguidePro™, interactive financial planning software to map out a client’s financial future.
He’s a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Mutual Fund Counselor®. He is a 1987 graduate of Arizona State University with a B.S. in Finance and received his M.B.A. from the University of Wisconsin-Oshkosh. He holds a Series 7 and 63 securities registration through LPL Financial and life/health licenses in the State of Wisconsin.
Phone: (262) 796-4500 ext. 3301
Serving: Oconomowoc & Watertown.
Tim entered the financial services business in 2000 with a background in business and management. His practice focuses on advising individuals in the planning and implementation of wealth management strategies, retirement planning and estate conservation. He will meet with you to review your financial goals and discuss long and short-term objectives. He will then analyze the information, determine which strategies will work for your situation, and tailor a plan specifically to pursue those financial needs and goals. Tim will meet with you on a regular basis to uncover any changing needs you may have and to adjust the plan accordingly.
Tim holds a State of Wisconsin license for life and health insurance, a Series 7 (FINRA) registration to sell securities and a Series 66 Uniform Combined State Law registration which qualifies him to be both an "agent" of a broker/dealer and an "investment adviser" representative.
Phone: (262) 796-4500 ext. 2752
Serving West Allis & Brookfield.
Ken Reske is a 1979 graduate of the University of Wisconsin, Madison with a bachelor’s degree in Accounting. He holds a Series 7, 6, 66, 63 and 26 securities registration through LPL Financial and a life and health insurance license in the State of Wisconsin. He also brings the experience of owning and running a business to the investment planning arena.
In close collaboration with you, Ken will provide wealth management strategies to help you pursue the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve – now and in the future.
Phone: (262) 796-4500 ext. 3585
Serving New Berlin.
Trent provides wealth management solutions to his clients and their families by forming a “Team” relationship and providing high quality service. Trent’s goal is to protect and grow your investments through risk management and by building a strong relationship based on trust, honesty and integrity.
Trent graduated from the University of Wisconsin with a Bachelor of Science degree in Economics. Trent was a Police Officer for 13 years in Milwaukee and New Berlin. He served 5 years on SWAT teams and 3 years as a Community Services Officer. Trent’s personal passion for finance and helping others led him to a career as a financial advisor. Trent holds the Series 7 and 66 registrations through LPL Financial and insurance licenses with the state of Wisconsin. He enjoys working with people to assess their financial needs, goals and investments.
Raised in a suburb of Madison, Trent lives in Big Bend with his wife Kristy and their three children, Hunter, Kyle and Kali. When not working, Trent enjoys being active with his children, especially Waukesha Warhawk’s Hockey and Youth Baseball and Soccer. Trent is an avid Badger fan that loves to coach and do anything that involves quality family time.
Phone: (262) 796-4500 ext. 3592
Serving Waukesha & Sussex.
Spencer has over 16 years of experience in the financial services industry. He has dedicated his career to assisting retirees and future retirees accumulate wealth and create income. His primary goal is to ensure Landmark Investment Center provides the highest level of quality service possible to both new and existing member relationships. He works closely with new member to give the education and support vital to a successful plan. He fosters those relationships by remaining accessible to our members and receptive to their needs.
Spencer is instrumental in the design and management of Strategic Asset Management (SAM) accounts for Landmark Investment Center. He leads the firm’s development of a Customer Relationship Management (CRM) system designed to enhance the quality of the member’s experience.
He also leads the department’s Investment Research Committee. This in-house committee of Investment Consultants is responsible for screening, researching and monitoring investment companies for the SAM program. Spencer was also profiled in Milwaukee Magazine’s Five-Star Wealth Manager, July 2009 issue.
Spencer dedicates his free time focusing on his wife and three boys. He also enjoys fishing, skiing, and hockey. He also serves as golf-chair of the non-profit Waukesha Noon Lion’s Club. Its members include Waukesha business owners, executives, and retirees.
Phone: (262) 796-4500 ext. 2860
Serving Franklin, Milwaukee South, Oak Creek, Burlington & Racine.
As a retirement planning specialist with over 18 years of experience, Andy will introduce you to appropriate investment opportunities and discuss ways to save for current and future income needs.
Andy concentrates on providing customized strategies tailored to your retirement goals. As an LPL Registered Representative, he has the freedom to recommend choices from a wide array of select investments available in the marketplace.
Andy takes the complexity out of retirement planning. His easygoing personality will put you at ease and make you feel welcome. He treats all his clients the same way - with respect, dignity, and a genuine concern for their personal well-being.
Andy currently holds a Series 7, 63, and 66 securities registration through LPL Financial and is insurance licensed in the state of Wisconsin.
Eric R. Kase, AAMS®, CRPC®
Phone: (262) 796-4500 ext. 3591
LPL Registered Principal. Senior Vice President, Landmark Investment Center.
Disclosure: Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.