LaSalle Investment Advisors, Inc.

James Fitzgerald is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI. He holds a Series 65 designation and has two years of industry experience. Prior to joining LaSalle in 2021, he worked at Randstad and ISS, and attended Arizona State University. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services for individuals, trusts, and retirement plans, managing approximately $119 million in assets across 227 client relationships. The firm uses client-specific asset allocation models diversified across various investment vehicles and employs a combination of analytical methods to guide investment decisions.

John Fitzgerald is a financial advisor at LaSalle Investment Advisors, Inc. with 10 years of industry experience and holds Series 63 and Series 65 licenses. He is the owner and president of LaSalle Financial Services Inc., a general consulting business focused on securities selection and software system development. Additionally, he serves as a director of Petcoff Inc., Petcoff Developments Inc., Petcoff Enterprises Inc., and Petcoff Foundation Ind., which are involved in business development, real estate development, and foundation management. LaSalle Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with around $119 million in discretionary assets, utilizing client-specific asset allocation models and a combination of analytical methods to guide investment decisions.

Susan Jakoblich is a financial advisor at LaSalle Investment Advisors, Inc. with a Series 65 designation and two years of industry experience. She has been with LaSalle since 2016 and previously worked at Christ Evangelical Lutheran Church & Preschool. LaSalle Investment Advisors provides discretionary portfolio management and financial planning for individuals, trusts, business profit-sharing plans, and retirement plans. The firm manages approximately 227 client relationships with about $119 million in discretionary assets and offers services including long-term financial analyses, tax preparation support, and consulting, using a client-specific, diversified asset allocation approach informed by an in-house investment committee.

William Theis is a financial advisor with LaSalle Investment Advisors, Inc., holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked at LaSalle since 2017 and previously spent nine years with Freedom Investors Corp. In addition to his role at LaSalle, he provides brokerage services and portfolio management through Superior Financial Services. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in discretionary assets. The firm constructs diversified, client-specific asset allocation models and employs both long- and short-term investment strategies guided by an in-house investment committee.

John Maresh is a financial advisor with LaSalle Investment Advisors, Inc. in Pewaukee, WI, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with LaSalle Investments since 1995 and has also been associated with Superior Financial Services, Inc. since 2017. Outside of his advisory role, he provides insurance services, including life, disability, and long-term care policies. LaSalle Investment Advisors offers discretionary portfolio management and financial planning for individuals, trusts, and retirement plans, managing approximately $119 million in assets. The firm uses client-specific asset allocation models and a combination of analytical approaches, with an internal investment committee guiding decisions and quarterly portfolio reviews.