At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a style of educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our Team

Carina L. Moreland

Financial Consultant

608.712.0145

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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Alex Spoerle

Client Relationship Manager

Alexandra.Spoerle@LPL.com

Alex plays a key role in building professional working relationships and ensuring our clients receive the best experience possible. She is also involved in all things marketing at McFarland Investment Center. Her background...

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Shannon Sullivan

Client Support Specialist

833-921-4836

Admin.BB@LPL.com

Shannon Sullivan is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions. Shannon has three years’ experience in the Financial...
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