Our 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.
Erika Milosevich, CFP®
Vice President
emilosevich@northshorebank.com
Erika joined North Shore Investment Services in 2000 to manage and grow the investment program. As Vice President, Erika utilizes her 25+ years of industry experience to oversee a team of experienced professionals deliver personalized...
Roxanna Bruss, CFP®
Financial Advisor
Roxanna joined North Shore Investment Services in 2016 as a Financial Advisor serving clients in Northeastern Wisconsin. She graduated with her Bachelor’s degree from the University of Wisconsin-Green Bay. Professionally, she...
Jeff Eichel
Financial Advisor
Jeff joined North Shore Investment Services in 2005 as a Financial Advisor. Professionally, Jeff holds FINRA Series 6, 7, 63 and 65 securities registrations. With over 28 years of experience, Jeff’s comprehensive approach to...
Andrew Eichel
Investment Consultant
Andrew joined North Shore Investment Services in 2019 as an Investment Consultant. He graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Finance and Financial Management, and also holds FINRA Series...
Jeff Pieters
Financial Advisor
Jeff joined North Shore Investment Services in 2002 as a Financial Advisor serving clients in the Racine and Kenosha area. He graduated with his Bachelor’s degree in Business Administration from the University of Wisconsin-La...
Dennis White
Financial Advisor
Dennis joined North Shore Investment Services in 2011 as a Financial Advisor. He earned his MBA with an emphasis in Finance and Quantitative Analysis from the University of Illinois at Chicago, and his Bachelor’s degree in Civil...