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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

262-797-3375

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...

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Roxanna Bruss, CFP®

Financial Advisor

920-912-0221

rbruss@northshorebank.com

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...

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Jeff Eichel

Financial Advisor

414-434-0304

jeichel@northshorebank.com

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...

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Ted Green

Financial Advisor

414-541-6710

tgreen@northshorebank.com

Ted joined North Shore Investment Services in 2007 as a Financial Advisor. He earned his MBA with an emphasis in Finance, Investments and Banking from the University of Wisconsin-Madison. Professionally, he holds FINRA Series 6, 7, 63...

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Jeff Pieters

Financial Advisor

262-637-6183

jpieters@northshorebank.com

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...

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Dennis White

Financial Advisor

262-797-3583

dwhite@northshorebank.com

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...

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Joel Leibengood

Financial Advisor

414-541-6710

jleibengood@northshorebank.com

Joel joined North Shore Investment Services in 2023 as a Financial Advisor. His academic journey led him through Purdue University, where he achieved both a Master's degree in Finance and a Bachelor's degree in Financial Counseling and...
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