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
608-795-2137
Jon LaVenture
LPL Registered Representative
608-795-2137
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...