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  3. Our Team

Our Team

Third Oak Investment Services | Team of Professional Advisor & Analyst
 
 
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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.

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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 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 twenty-eight 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 also holds certifications in trust.

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 Wisconsin Dells Area United Fund and the Dells Country Historical Society.  Lisa also volunteers her time on other finance committees and charitable events.

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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 31 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. 

Helping individuals plan for retirement and college, small businesses offer affordable retirement plan options, and non-profits manage financial gifts is Laura’s passion.  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 (held through LPL Financial), as well as life, health and disability insurance licenses.  She is Secretary and active member of Community Foundation of South Central Wisconsin, The OMAMAs and St. Joseph’s Parish.  For leisure, she enjoys spending time with her family and friends, participating in and volunteering for local community events, reading, walking, singing, yoga and golf.

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Jennifer Kinzler

Investment Executive

jennifer.kinzler@thirdoakinv.com

Jennifer Kinzler is an Investment Executive with Third Oak Investment Services and Assistant Vice President of the Baraboo State Bank.

She graduated from the University of Wisconsin Eau Claire, and has worked twenty years in the investment industry; eighteen of which were with the Baraboo State Bank.

Jennifer joined the team to further her investment knowledge and experience.  She currently holds her Series 7, 63, and 65 registration with LPL Financial,  along with her life insurance license. She comes from a customer service-based background, thriving on creating plans that fit her customer’s individual needs and circumstances.

Jennifer is an active member of the Baraboo Rotary Club, The Portage United Way, and an ambassador for the Portage Area Chamber of Commerce.  She lives in Portage, Wisconsin with her husband Michael and their children Kayla, Kaleb, Kyle and Aubrie.  In her free time, she likes hanging with her friends, reading and running.

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Sam Malgren

Client Services Specialist

sam.malgren@thirdoakinv.com

Sam Malgren is a Registered Representative and Assistant for Third Oak Investment Services.  She moved to Baraboo from Tacoma, Washington in 2016 and worked in several of Baraboo’s Downtown businesses before finding her niche in the financial industry.  After working in the bank industry for three years, she joined the Third Oak Investments team to learn more about the role of investments in planning for the future. 

Sam’s vision is to understand the patterns of the market and what they could mean for today’s investors.  She currently holds her Series 7 and 63 with LPL Financial.

Sam likes to participate in local events and get to know people in her community.  In her free time, she enjoys fishing, spending time with her family and visiting historical landmarks. 

About Us

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109 3rd Avenue
Baraboo, WI
53913 USA

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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Baraboo State Bank & Third Oak Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Third Oak Investment Services, and may also be employees of Baraboo State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Baraboo State Bank or Third Oak Investment Services. Securities and insurance offered through LPL or its affiliates are:  

Not insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, IL, KS, FL, MI, MN, NC, NJ, NV, OH, TX, UT, WA, WI.

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