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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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Peter Koleske

Investment Consultant

262-797-3583

pkoleske@northshorebank.com

Peter joined North Shore Investment Services in 2025 as Investment Consultant. With over 30 years of experience in the financial services industry, Peter helps individuals and families create tailored plans to support their lifestyle,...
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Joel Leibengood, CFP®

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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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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Dustin Rakowiecki

Investment Consultant

262-422-7659

drakowiecki@northshorebank.com

Dustin joined North Shore Investment Services in 2025 as an Investment Consultant serving clients in the Racine and Kenosha area. Prior to his current role, he worked as a Personal Banker, where he built strong client relationships and...
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Lance Lesage

Investment Consultant

262-497-7600

llesage@northshorebank.com

Lance joined North Shore Investment Services in 2025 as an Investment Consultant after earning his Bachelor’s degree in Financial Counseling and Planning from Purdue University. While at Purdue, Lance was a student-athlete competing on...
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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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Emily Wright

Associate Financial Representative

414-434-0304

ewright@northshorebank.com

Emily joined North Shore Investment Services in 2012 as a Licensed Sales Assistant, and advanced to Associate Investment Representative in 2023. With more than 20 years of experience in the financial services industry, Emily supports...
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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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Tammy Hinnendael

Licensed Sales Assistant

920-301-4625

thinnendael@northshorebank.com

Tammy joined North Shore Investment Services in 2017 as a Licensed Sales Assistant. With more than 30 years of experience in the investment industry, Tammy supports clients with account administration and service needs, drawing on her...
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