Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Mike Peterson

LPL Registered Principal

608-795-1161

608-795-2137

michael.peterson@lpl.com

Mike is a graduate of UW-Platteville with a degree in Business Administration and a minor in Accounting & Finance. He started his career in the investment industry in 1998 and three years later joined us at PCB Wealth Management. Mike...
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Jon LaVenture

LPL Registered Representative

608-795-2120

608-795-2137

jonathan.laventure@lpl.com

Jon started his career in 2009 as a Financial Representative with Waddell & Reed in Madison, WI. After four years there he moved on and joined us at PCB Retirement & Investment Management. Jon earned his degree in Business...

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Rob Rynes

LPL Registered Representative

608-383-1333

608-383-1611

robert.rynes@lpl.com

Biography for Rob Rynes

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