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  •  jennifer.kinzler@thirdoakinv.com

 

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Our Team

Third Oak Investment Services | Team of Professional Advisor & Analyst

Peter D. Welsh

Investment Executive

peter.welsh@thirdoakinv.com

Peter Welsh is an advisor who is as interested in your financial well-being as much as he is in his own.  Why is this, you ask?  It stems from his background of being a team-oriented individual and wanting to do what is best for others.  

Pete is a successful businessman who has run a manufacturing firm with over 600 employees.  This required teamwork and planning for the future.  These are the same skills he brings to his client relationships. 

His education and background were finance and accounting and that is what motivated him to pursue financial planning after the company he managed was sold in 1999.  His entry into the financial planning arena in 2000 has allowed him to adapt to both up and down market cycles.  With over 20 years of management experience, he understands both your personal and business needs and stands ready to serve them. 

The key to any successful financial plan is to understand your needs and to creatively find the right solutions for each individual.  No two plans are alike and should not be approached in the same way.  Pete gets no greater joy than when a plan is developed, implemented and is successful. 

Are you prepared for the future?  Are you protected against the unknown? Do you wonder if you are taking too much or too little risk?  Let Pete bring his unique perspective to financial planning and the capital market to answer these questions together and develop a plan aimed at your financial success.

Lisa A. McClyman

Investment Executive

lisa.mcclyman@thirdoakinv.com

Lisa McClyman is a Registered Principal and Financial Advisor of Third Oak Financial Services.  She is also an Assistant Vice President of Baraboo State Bank.  She counsels and advises individuals and businesses in financial planning, retirement planning, and education savings. 

A graduate of the University of Wisconsin Whitewater School of Business and Economics with a degree in Economics, Lisa has fourteen years of experience in the bank and investment industry.  She currently holds licenses to sell investment securities, life insurance, health insurance, municipal investments and a managerial license to oversee the investment center branches. 

Lisa and her husband, Steve, reside in Wisconsin Dells with their children Molly, Ashley and Pierce.  Lisa is a retired volunteer EMT who served for the Wisconsin Dells Ambulance service.  She is a member of the St. Clare Foundation Giving Committee and the Dells Country Historical Society.  Lisa also volunteers her time on other finance committees and charitable events.

Laura Stanek

Investment Executive

laura.stanek@thirdoakinv.com

Laura Stanek is an Investment Executive of Third Oak Investment Services and a Vice President of Baraboo State Bank with 26 years of experience in the financial services industry.  Her extensive experience enables her to assist clients in pursuing their financial goals through comprehensive, individualized financial planning.

Laura’s client-focused approach ensures that the recommended programs encompass each client’s financial goals, time horizon, and risk tolerance.  She works closely with clients to develop customized financial strategies that include education and life simplification. 

Laura’s passion is having the ability to help individuals plan for retirement, college, small business initiatives, and assisting non-profit organizations manage financial gifts.  In addition to developing a custom financial strategy for each client, she conducts regular client reviews to assess performance, reconfirm financial goals and make adjustments as economic, financial or other life changes warrant.

Laura holds Series 7, 63, and 65 securities registrations with LPL Financial, as well as life, health and disability insurance licenses.  She is Vice President of The Greater Sauk Community Foundation, an active member of Baraboo Rotary, The OMAMA’s and St. Joseph’s Church.  For leisure, she enjoys her family and friends, participating in and volunteering for local community events, reading, walking, singing, yoga and golf.

Jennifer Kinzler

Investment Executive

jennifer.kinzler@thirdoakinv.com

Jennifer Kinzler graduated from the University of Wisconsin Eau Claire.  Her background and focus has been on different aspects of customer service and client needs.  She has previously worked in the sales and marketing field and prior to joining the Team at Third Oak, she worked at an independent insurance and investment Center. 

Jennifer joined the team to further her investment knowledge and experience.  She currently holds her Series 7 registration with LPL Financial and Wisconsin State License along with a life insurance license. 

About Us

  • Our Team
  • Our Mission
  • Our Philosophy
  • Our Process

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109 3rd Avenue
Baraboo, WI
53913 USA

  •  Tel: 608-356-7449
  •  jennifer.kinzler@thirdoakinv.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Baraboo State Bank deposits and are not FDIC insured.  These products are not obligations of the Baraboo State Bank and are not endorsed, recommended or guaranteed by Baraboo State Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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