Team

As Financial Consultants, Tim and Carina truly enjoy taking the time necessary to create a personal, customized plan for each of their clients.

“We enjoy assisting customers with their investment options and planning for their financial future. Our approach centers around helping people understand their current financial landscape and to make sound decisions that address their financial goals, in their timeframe."

Tim has been providing investment advice and financial services to individuals and businesses in McFarland, Stoughton, Sun Prairie and the surrounding area since 2010 and has earned numerous awards in that time. In 2014, Tim was recognized by the Bankers’ Financial Systems Network of Madison, Wisconsin as the Most Valuable Representative of the Year for 2013. His positive attitude, dedication to client services and commitment to conducting ethical business with LPL Financial as well as overall production helped earn this award.

Carina joined the McFarland Investment Center in November of 2016 and provides her services and support for the Stoughton area and surrounding communities.  Her contagious optimism and commitment to servicing her clients financial needs is what her clients appreciate most.

 

Ashley Snyder

Client Support Associate

608.838.3141

Ashley.L.Snyder@LPL.com

Coming Soon!

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Carina L. Moreland

Financial Consultant

(608) 873-2067

Carina.L.Moreland@LPL.com

With over 10 years of experience working with investment clients, Carina enjoys helping clients in Stoughton, McFarland and Sun Prairie.

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Timothy J. Kalamarz

Senior Financial Consultant

(608) 838-5022

Timothy.Kalamarz@LPL.com

Tim has been providing investment advice and financial services to individuals and businesses in McFarland, Stoughton, Sun Prairie and the surrounding area since 2010 and has earned numerous awards in that time.

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