LAURA MOSSAKOWSKI - Key Persons
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.
Job Titles:
- Director of First Impressions
Liz has vast customer service experience and her life's purpose is to help people. As part of the LML team, she enjoys continually assisting clients to her full ability. She is currently working towards her bachelor's degree in business and management at University of Wisconsin-Green Bay and will graduate in 2025. In her free time, she enjoys spending time with her friends, family, and her fur baby (cat); Jordy, as well as outside activities, and cooking.
Job Titles:
- CFO
- Consultant
- LPL Employee
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.
Wanda enjoys fast-paced and detailed administrative work, which transfer well to her career at LML as our Operations Manager. She enjoys working with people and helping others work toward their goals. Wanda loves to learn, and has a Bachelor's in Business Management & Communication from Concordia University-Wisconsin and a Master's degree in Management & Organizational Behavior from Silver Lake College. That love of learning continues as she works towards completing her SIE, Series 7, Series 65, and Health and Life insurance licenses (Registrations held through LPL Financial). She has two children, Lauren and Lana, a rescued golden retriever named Ivy, and a cat named Izi. In her free time she enjoys walking, cooking, trying new restaurants, and long drives.