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Team

At North Shore Investment Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

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

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good 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 can help you create an approach that is designed to address your individual situation.

 

Dennis White

Financial Advisor

262.797.3583

[email protected]

Education and Experience BS in civil engineering. MBA in finance and quantitative methods, Investment Adviser Representative (IAR) Financial Services industry since 1985. Investment advisory and financial planning field since 1995....

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Erika Milosevich

Vice President - North Shore Bank Investments

(262) 797-3375

[email protected]

Education and Experience BA- UW-Eau Claire, CFP since 1994, Investment Adviser Representative (IAR) Vice President and Department Manager of North Shore Investments since 2000 Specialty Places special emphasis on assisting clients to...

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Jeff Eichel

Financial Advisor

414.434.0304

[email protected]

Education and Experience Member of Cetera Presidents Club, Investment Adviser Representative (IAR) Over 20 years of experience in providing individual financial advice. Specialty Specializing in helping clients accumulate wealth, generate.

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Jeff Pieters

Financial Advisor

262.637.6183

[email protected]

Education and Experience BA – UW-LaCrosse, Business Administration, Investment Adviser Representative (IAR), Worked in the financial securities business since 1989 and have been with North Shore Investments since 2002. Specialty...

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Roxanna Bruss

Investment Adviser Representative

920-912-0221

[email protected]

I am passionate about helping you get the future you want. Whether you are just starting out saving for retirement or you are looking for ways to pass your legacy to your...

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Ted Green

Financial Advisor

414.541.6710

[email protected]

Education and Experience MBA UW-Madison in Finance, Investments, & Banking, Investment Adviser Representative (IAR) I have twenty five years experience in guiding a select group of clients into and through retirement. Specialty In the...

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