Our Team

Mark Gubernik is a CERTIFIED FINANCIAL PLANNER^® professional, with more than 31 years of experience in the financial planning industry. He has a special affinity for pre- and post-retirees who would like to plan for their financial security.

Mark is married to Lisa, his wife of more than 20 years, and has two girls, Melanie (21), and Amanda (17). The two girls definitely keep them busy! Melanie will be a senior at the University of Wisconsin-Madison. She's in the School of Journalism and plans to start a career in Strategic Communications upon graduation in May. She's hoping to find a job in Chicago, one of her favorite cities.  Amanda will be a senior this year in high school. She maintains a very busy schedule by being Captain of the Varsity Dance Team, Vice President of her class, as well as Editor of her yearbook. Amanda will be applying to universities this fall. She claims she would prefer going to a school in a warm climate rather than her sister's cold climate in Wisconsin!

Mark plays the drums in his band M Generation. They write, produce and record original music and released their first album, This is Our Time, in October 2023. Mark loves to travel, and the family’s favorite places to visit are New York and downtown Chicago. Mark is brilliant at locating great and reasonably-priced hotels in both cities! Be sure to ask him about it.

Laura Menzenwerth has two decades of professional administrative and legal support experience. She is passionate about service excellence and brings a wide variety of skills to every client service opportunity, including expertise in financial planning coordination, computer software, organizational tools, and administrative systems. In addition to her years of service since 2009 as the office administrator for Mark, Laura has spent more than eight years in office and team management and four years as a paralegal. Her strong background in business, finance, and legal matters, coupled with her strong interpersonal skills, has helped her forge long-term, productive relationships with clients.

Laura enjoys spending time with her three college-age daughters, as well as traveling, baking, hiking, gardening, and reading. She is the go-to person for most desserts for family and social functions. Common requests include cheesecake, gooey butter cake, and pumpkin cookies. Laura has recently read "The Awakening" by Kate Chopin and is on a mission to read all Nicholas Sparks' books. She is happy to take any suggestions for good romance novels!

Laura previously served on the St. Richard School Board, as a Girl Scout leader, and softball coach. She continues to enjoy volunteering with St. Vincent DePaul and Crisis Nursery.