A d a m B a l e y
Adam is a 2005 honors graduate from the University of Wisconsin-Milwaukee, where he received his BBA in Finance. He is a Registered Representative, a Registered Paraplanner and works with Paul Coldagelli.
C h r i s C r a w l e y
Chris began working in the financial industry in 1984 with First Securities Corporation and has worked at Landaas & Company since inception. She is a Registered Representative, a Registered Paraplanner and works with Margaret Schumacher.
S o n i a G o n z a l e z
Sonia began working with Landaas and Company in September 2005. She worked as the company Receptionist for approximately 2 ½ years and then worked her way to an assistant's position where she is learning the trade and working towards becoming a Registered Representative. Sonia works with Brad Olson and David Wahl.
K a t i e I v e s
Katie earned a Bachelors Degree from the University of Wisconsin-Madison. Following college, she taught English in Brazil and worked in marketing for Second Harvest Food Bank of Wisconsin. She started in the financial service industry at Strong Investments, where she obtained her registered representative license and worked for four years in training and communications. She is a Registered Representative, a Registered Paraplanner and works with Bob Landaas.
T a m a r a L a r s e n
After a 13 year run in the banking Industry, Tammy entered the investment industry with Loomis, Sayles & Company where she worked for a little over 10 years as a Assistant to various portfolio managers. During this time she attended Stratton College where she obtained her Associates Degree in Business Administration. She then continued her education by attending Lakeland College where she finished with a Bachelor’s Degree in Business Management and Marketing. She left Loomis, Sayles in January of 2005 and was hired as associate for Bob Landaas in March of 2006. Tammy is currently in the process of studying to become a Registered Representative.
L i s a A. L e w i t z k e
Lisa Lewitzke has been an Associate at Landaas & Company since May of 2004. Her previous work experience includes five years as a Retirement Investment Counselor at Strong Investments. In that capacity she was recognized as an IRA and 401k Specialist. Lisa also addressed employees of companies throughout the country regarding Retirement Investing. Prior to joining Strong she worked at Bank One for four years as a Relationship Investment Banker. She is a Registered Representative, a Registered Paraplanner and works with Art Rothschild and Ron Hansen.
D i a n a S a r a n d o s
Diana Sarandos has a Bachelor of Arts degree in Political Science from the University of Wisconsin-Madison. She resided in Madison after graduating, where she worked for the Wisconsin Department of Commerce. After moving back to her hometown of Brookfield, Wisconsin she moved into the Financial Services industry and obtained her registered representative license in 2001. Prior to joining Landaas & Company, she worked for a large local bank-brokerage. She is a Registered Representative, a Registered Paraplanner and currently works with Steve Giles and Nelson Weine.
D e b i S k e l t o n
After graduating from Patricia Stevens College in Wisconsin, Debi attained her license as a Registered Representative and commodities broker while working for a large financial services company. She took time away from the investment industry to raise a family, while also owning and operating a small business. Debi re-entered the financial planning industry in 2003 with Landaas & Company, earning her license for a second time as a registered representative. She is a Registered Representative, a Registered Paraplanner and works with Bob Landaas.
K y l e T e t t i n g
Kyle graduated from Marquette University in 2007 with a Bachelor’s Degree in Business Administration. He is currently studying for his Life, Accident, and Health Insurance License and works with Paul Coldagelli.
L i n d a W a l l e s t a d
Linda attended Auburn University, earning her Bachelor of Arts and Sciences degree in 1986. She has over 13 years of experience in the financial markets industry in the Milwaukee area. Linda has been a member of the Landaas & Company family since 1999 and obtained her registered representative’s license in 2001. She is a Registered Representative, a Registered Paraplanner and works with Jeff Peterson.
L i n d s a y W h a l e y s m i t h
Lindsay attended the University of Wisconsin-Madison, earning a Bachelors Degree in both Economics and Personal Finance in 1999. Following her college education, she temporarily relocated to Ann Arbor, Michigan where she earned her Registered Representative license while working in the industry as both an advisor and para-planner. Upon her return to Milwaukee, she found her home with Landaas & Company as an Associate and works with Brian Kilb. She is a Registered Representative and a Registered Paraplanner.