Team

At our firm, 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.

Angela Vosler, LPL Registered Sales Assistant CRPC®, CLTC

LPL Registered Sales Assistant

(563) 659-5139

563) 659-3144

angela.vosler@lpl.com

Angela's Series 7 registration is held through LPL Financial. She holds the CRPC and CLTC designations. She is a graduate of the University of Northern Iowa and through...

N. Barry Vosler, CFP®, MPAS™, AIF®

LPL Financial Advisor

(563) 659-5139

(563) 659-3144

barry.vosler@lpl.com

Barry has been guiding investors since 1988. He earned his CFP® professional designation in 1994 from the College of Financial Planning. He received his Bachelors of Science degree in Finance from Marquette University in 1987....

Colette Christensen

Customer Service Representative

563-659-5139

563-659-3144

colette.christensen@lpl.com

Colette joined the Vosler LPL team in February 2012. She brings with her 18 years of Customer Service experience. Colette earned her Bachelor of Arts degree in Communications from the University of Northern Iowa. Since being with the...

Sheila Bormann

LPL Registered Administrative Associate

563-659-5139

563-659-3144

sheila.bormann@lpl.com

Sheila has been a part of the LPL team since 2001 in which time she has earned her Series 7 Investment Representative registration held through LPL Financial. As the Operations Manager, Sheila is responsible for end to end processing...