Financial Consultants

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Find your closest advisor:

Bay View
Beaver Dam
Brookfield
Burlington
Cudahy
Fall River
Franklin
Germantown
Grafton
Hartford
Hartland
Hubertus
Juneau
Madison
Mayville
Milwaukee South
New Berlin
Oak Creek
Oconomowoc
Racine
Sussex
Watertown
Waukesha
Wauwatosa
West Allis
West Bend
West Milwaukee

Barb BrennanBarb Brennan

Phone: (262) 796-4500 ext. 3219
Email: BarbBrennan@landmarkcu.com
Please call or email to schedule a confidential appointment

Barb Brennan is a Graduate of the University of Kansas at Lawrence. She has been in the financial services industry for over 25 years and holds Series 7 and 63 securities registration through LPL Financial. She also carries Life and Health Insurance license in the State of Wisconsin.

Using her in depth knowledge of the equity and fixed income markets, Barb creates customized financial planning strategies tailored to meet the client’s investment objectives and long term goals. In addition to Financial Planning, Barb is a specialist providing strategies and educating members on the necessity of Long Term Care Insurance as well as asset transfer.

Barb lives in Wauwatosa with her spoiled boxer, enjoys travel, KU Basketball, and is an avid swimmer and cross county skier.

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Andrew-DockseyAndrew Docksey

Phone: (262) 796-4500 ext. 3903
Email: AndrewDocksey@landmarkcu.com
Please call or email to schedule a confidential appointment

Andrew Docksey first entered the financial services industry in 2000. He holds a series 7 and 66 with LPL Financial, as well as his Life and Health Insurance with the State of Wisconsin. He is also an officer in the US Army Reserves with over 23 years of service including four combat tours, and is a graduate of Cardinal Stritch University in Milwaukee.

Andrew believes in developing and maintaining relationships with his clients. By taking the time to listen and understand a client’s goals, objectives and financial situation, he is better able to develop a comprehensive plan to help them work toward achieving those goals. Periodic follow up allows Andrew to keep up with the changing needs and goals of his clients, working toward their financial success.

Whether it is 401k options, IRA rebalancing, educational savings plans, retirement or estate planning, Andrew looks forward to working with his clients to develop the right mix of investment tools tailored to each individual and family.

Andrew has called southeastern Wisconsin home since 2002. He spends his free time updating his old farmhouse near Newburg, kayaking and exercising his two dogs, Niko and Baxter. Still in the Army Reserves, Andrew is now a Company Commander for a Drill Sergeant unit in Neenah, Wisconsin.

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Sheri Drury Sheri Drury

Phone: (262) 796-4500 ext. 3717
Email: SheriDrury@landmarkcu.com
Please call or email to schedule a confidential appointment

Sheri has proudly been serving credit union members since 1994.

As a dedicated Investment Representative, she has earned her Series 6, 7, and 63 securities registration through LPL Financial, as well as a Wisconsin Life Insurance License.

Sheri will assist you in establishing and working toward your financial goals by strategically developing a plan that aligns with your specific needs, experience and time horizon.

It is truly important to Sheri that you understand and feel comfortable with the investment path you choose.

Sheri believes it is important to establish and maintain a casual, comfortable working relationship with each and every client. She understands it is an honor and privilege to work with the members of Landmark Credit Union and strives to make your success her highest priority.

Whether you are just beginning to save, about to retire or somewhere in between, Sheri has the experience and expertise along with the tools and financial products that can be combined into an appropriate solution tailored just for you.

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Matt EgnerMatt Egner

Phone: (262) 796-4500 ext. 2771
Email: MattEgner@landmarkcu.com
Please call or email to schedule a confidential appointment

Matt is a graduate of the Wisconsin School of Business at the University of Wisconsin - Madison. As part of the financial services industry since 2001, he holds a series 7, 63, and 66 securities registration through LPL Financial as well as Life and Health insurance licensing in the state of Wisconsin.

Matt believes in a personalized approach to financial planning that is unique to each set of client goals and needs. He believes that effectively addressing today’s risks associated with saving, investing, and managing wealth require a true partnership between client and adviser, and works with his clients to provide customized strategies that will support their long-term financial well-being.

As a resident of Racine County, Matt lives with his wife and two daughters. In his free time he enjoys almost anything outdoors, from fishing, skiing and hiking, to grilling and camping.

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Bill GomillaBill Gomilla, CFP®

Phone: (262) 796-4500 ext. 3502
Email: BillGomilla@landmarkcu.com
Please call or email to schedule a confidential appointment

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.

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Tim-Gorsuch-2016 Tim Gorsuch

Phone: (262) 796-4500 ext. 3301
Email: TimGorsuch@landmarkcu.com
Please call or email to schedule a confidential appointment

Tim entered the financial services industry in 2000 with a background in business and management. His focus is on advising individuals in the planning and implementation of wealth management strategies, retirement planning and estate conservation. He enjoys meeting with members to review their financial goals and discuss long and short-term objectives. He then analyzes the information to determine which strategies are suitable for their situation, and then tailors a plan to fit their specific financial needs. 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 Series 7 and 66 securities registrations through LPL Financial and life and health insurance licenses in the State of Wisconsin.

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Hesprich Luke Hesprich

Phone: (262) 796-4500 ext. 2118
Email: LukeHesprich@landmarkcu.com
Please call or email to schedule a confidential appointment

Luke is a 1989 graduate of the University of Wisconsin, Madison and holds a Series 7 and 63 securities registration through LPL Financial as well as an insurance license in the State of Wisconsin.

Luke has over 26 years of experience in helping clients work toward a wide range of financial goals including but not limited to retirement planning, 401k rollovers, sustainable income plans and college savings. Luke believes in taking a diversified approach by utilizing fixed, variable and alternative investments. He will take the time to understand your total financial picture and put together a personalized portfolio to pursue your individual goals. He will then follow through by maintaining the relationship, meeting with you as often as your individual needs and comfort level require.

Luke is a lifelong resident of Hartford and spends much of his free time with his wife and son. He also enjoys golf, chess, travel and whatever his son decides that their next interest should be.

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Longe Jim Longe

Phone: (262) 796-4500 ext. 3588
Email: JimLonge@landmarkcu.com
Please call or email to schedule a confidential appointment

Jim is a graduate of the University of Wisconsin–Madison and has earned his MBA from the University of Wisconsin–Milwaukee School of Business. Jim holds a Series 7, 63 and 65 securities registration through LPL Financial as well as an insurance license in the State of Wisconsin.

Jim has over 31 years of experience providing comprehensive financial planning and servicing his client’s needs. He strives to offer his clients a wide range of investment and insurance solutions as a fiduciary advisor and has extensive experience in the banking industry.

Jim and his wife Lana have lived in New Berlin the last 27 years, raising two daughters. They are proud grandparents of three grandchildren. Jim enjoys traveling, playing golf, watching little league games and is an avid silver dollar coin collector.

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Ken ReskeKen Reske

Phone: (262) 796-4500 ext. 2752
Email: KenReske@landmarkcu.com
Please call or email to schedule a confidential appointment

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.

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B.J. RoyesB.J. Royes

Phone: (262) 796-4500 ext. 3048
Email: BJRoyes@landmarkcu.com
Please call or email to schedule a confidential appointment

B.J. enjoys working with families and individuals to provide them with customized planning solutions. His personalized approach helps clients chart a course that works toward achieving financial success and he embraces the educational aspect of developing and executing a realistic, well-designed plan. He has built his career on the foundations of honesty, integrity, and professionalism.

B.J. joined Landmark Credit Union in 2017 and has over ten years of experience as an LPL Financial Consultant. He holds his Series 7 and 66 registrations through LPL Financial. Additionally he carries his Life and Health insurance licenses in the state of Wisconsin. B.J. is able to offer access to investment and risk management strategies from over 100 companies through LPL Financial.

A lifelong resident of southeast Wisconsin, B.J. graduated from UW-Whitewater. He enjoys spending time with his wife and two sons and recently retired from an 18-year club volleyball-coaching career. He has taken eleven teams to the USA Volleyball Junior Olympics and in 2009 received the USA Volleyball Youth and Junior Olympic Outstanding Male Coach Award.

These days, he spends his after-work hours PA-announcing football, basketball, and summer baseball games for West Bend East and West Bend West High Schools.

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Trent SantosTrent Santos

Phone: (262) 796-4500 ext. 3585
Email: TrentSantos@landmarkcu.com
Please call or email to schedule a confidential appointment

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 work toward protecting and growing 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 and three children. Trent enjoys being active with his children and all their youth sports and travels across the country. Trent is an avid Badger fan that loves to do anything that involves quality family time.

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Spencer SimonenSpencer Simonen

Phone: (262) 796-4500 ext. 3592
Email: SpencerSimonen@landmarkcu.com
Please call or email to schedule a confidential appointment

Spencer has 25 years of experience in the financial services industry, including the last 22 years exclusively in the comprehensive wealth management and retirement planning arena. His vision is to provide exceptional service and help his clients confidently pursue their financial goals.

He is an experienced financial professional who provides proactive wealth management and retirement planning for clients and their loved ones. His balanced services include comprehensive financial and retirement planning, cash flow analysis, asset allocation, risk management and estate planning.

Spencer began his financial services career in 1992 with Everen Securities as a Margin Analyst. He then spent more than 7 years with Ziegler and M&I Bank developing and marketing individual investment planning advice, and as advisor for LPL Financial, he serves his clients with unbiased guidance with no proprietary investments.

Raised in Menomonee Falls Wisconsin, Spencer is a 1991 graduate of University of Wisconsin- Madison. He continues to educate himself and remains active in the financial services industry. He holds his Series 7, 63 and 65 securities registration with LPL Financial and is a past committee member of Milwaukee United Way’s Charitable Foundation.

Spencer is happily married with three boys. He enjoys playing & coaching hockey, fishing, traveling and boating with his family.

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Andrew StarostaAndy Starosta

Phone: (262) 796-4500 ext. 2860
Email: AndrewStarosta@landmarkcu.com
Please call or email to schedule a confidential appointment

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.

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tom-2Jason Volkoff

Phone: (262) 796-4500 ext. 3505
Email: jasonvolkoff@landmarkcu.com
Please call or email to schedule a confidential appointment

Jason Volkoff is a financial services professional who brings an extensive breadth and depth to clients’ investment planning experience. With nearly 20 years of experience in the financial services world, Jason has the ability to help clients create a plan unique to their needs and goals, and strives to make it simple enough to understand.

Jason graduated from UW - Milwaukee, WI and he has earned the Certificate in Retirement Planning from The Wharton School at the University of Pennsylvania. Jason holds the Series 7 and 66 registrations through LPL Financial, as well as Wisconsin Life and Health Insurance licenses.

Jason is a native Milwaukeean and past Marquette University High School Alumni Board President. His career positions have taken him across the nation working with companies of all sizes, giving him a unique view of the investment management landscape. Jason loves basketball, golf, dogs and is an avid music lover.

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Keith BrofskyKeith Brofsky

LPL Branch Manager

Keith is currently the Registered Principal for the Landmark Investment Center, and oversees the compliance function for the investment group. He has been in the Financial Services and Accounting areas for 20 years.

Keith is a graduate of Lakeland College, with a bachelor’s degree in Accounting. He holds the Series 7, 24, 53, 63, and 66 registrations through LPL Financial and also a life and health insurance license in the State of Wisconsin.

Keith lives in the Milwaukee area with his wife, three children, dog and a fish and enjoys playing with his kids, playing guitar, reading, teaching Bible studies and leading worship at his local congregation.

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Keith BrofskyMichael Passaglia

Vice President LIC Program Manager

Phone: (262) 796-4500 ext. 6202
Email: MikePassaglia@landmarkcu.com
Please call or email to schedule a confidential appointment

Michael Passaglia is a financial professional who works with families and individuals to provide them with financial and education planning, wealth management, and risk management services. His personalized approach helps clients chart a course that aims for financial success, providing them with the information and confidence they need to create a retirement plan consistent with attainable goals.

Michael joined Landmark Investment Center in 2016 as the Program Manager and is bringing 29 years of experience in providing financial advice to clients of all levels. He has earned his FINRA Series 7, 24, 53, 63, 66 registrations held through LPL Financial, in addition to his life and health licenses. Michael is able to offer access to investment and risk management strategies from over 100 companies through LPL Financial. Michael has been an instructor of Principles of Personal Financial Management workshops since 2005, working with clients both inside and outside the credit union, helping them in all aspects of seeking growth and protection for their wealth.

Michael graduated from Iowa State University. He enjoys spending time with his wife and two children and has outside interests in golf, biking and cooking.

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Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor, and Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Landmark Credit Union and Landmark Investment Center are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MN, MO, MS, NC, NE, VA, WA, WI

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.