It takes a plan. Let us help you build one.
Investment Services available through G.E.C.U. “The Friendly Credit Union” and Schamberger-Greylak Wealth Management engages directly with members & clients to help find the right match between individual goals and solid investment opportunities. Our experienced team listens carefully, builds strong, customized portfolios then manages these with leading-edge tools based on smart research and strategic financial planning.
Your Financial Plan Can Include The Following:
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Cash Flow
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Savings
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Risk Management
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Education Planning
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Retirement Planning
Larry Schamberger, CRPC®
Chartered Retirement Planning Councilor®
Larry has been in the financial services industry since 2001, working as a financial consultant with individuals and small business owners. His work includes investment advice and guidance from the early stages of saving to to the retirement phase, with emphasis on retirement planning. He is a Charted Retirement Planning Counselor®, a designation completed through the College of Financial Planning.
As an independent LPL financial advisor, he provides independent investment advice and offers strategies that appropriately suit his client’s needs. He also offers Life insurance and Long Term Care insurance through many high quality insurance companies.
His goal is to lessen the burden of managing your financial matters and help develop a confident financial future allowing you to enjoy what you have worked so hard for.
Thomas Greylak, AWMA®
Accredited Wealth Management Advisor®
Thomas became a financial advisor in the La Crosse area in 2014. In addition to managing client portfolios, he also helps small businesses and individuals pursue their financial goals through fee-based independent advice.
He obtained his Accredited Wealth Management Advisor (AWMA®) designation through the College for Financial Planning, as well as completing Series 7 and Series 66 registrations held through LPL Financial. Additionally, he holds Life, Accident and Health Insurance Licensing in multiple states.
Tom strives to continuously provide the highest level of service, seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients enables him to recommend and implement custom-tailored investment and wealth management strategies.
Lisa Kratt
Client Relations and Support
Lisa provides a high level of client service and is an integral part in streamlining office workflow and client relations. She is the main contact point for clients and assists with day to day operations and client requests.
Leah Ann Lawson
Client Relations and Support
Leah Ann joined our team in 2020, bringing over 10 years in administrative experience. She provides support for many operations-related tasks at Schamberger-Greylak, including handling correspondence and communications, organizing day to day workflow, and welcoming all clients to the office. Her primary objective is to provide excellent customer service to the client and support the advisors by carrying out administrative responsibilities.
Check the background of your financial professional on FINRA's Broker Check
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor and Broker-Dealer(Member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. GECU and Schamberger-Greylak Wealth Management are not registered as a broker/dealers or investment advisor. Registered representatives of LPL offer products and services using Schamberger-Greylak, and may be employees of GECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, GECU or Schamberger-Greylak Wealth Management. Securities and Insurance offered through LPL or its affiliates are: