Our Team

Nelson R. Schoon is a wealth advisor for LPL Financial, one of the largest independent broker/dealer in the country (as reported by Financial Planning magazine, June 1996–2021, based on total revenue). He is also registered with LPL Financial to provide financial planning and investment advisory services. Nelson’s practice involves all areas of financial planning with an emphasis on investment and estate planning. A professional with over 30 years of experience, he has handled situations from the most basic to the extremely complicated. In addition, he has become an authority on planning for families with disabled adult children.

Learn more about how Nelson’s background and personal strengths uniquely equip him to serve as your valued wealth advisor.

Sandy grew up in a farm family in southern Minnesota and earned a degree in music education from St. Cloud State University. She taught elementary music one year before joining the staff of Campus Crusade for Christ, where she worked as a financial administrative assistant. During the years Sandy and Nelson’s daughters were growing up, she played organ and piano for church along with accompanying school choirs and soloists for ISSMA. She also encouraged their daughters through many 4-H sewing projects.

Laurie Malone is the client services director and you will see her in Crystal Lake from time to time. Her No. 1 focus is helping the wealth advisors give their clients first-class service. Laurie has over 30 years of customer service and administrative experience, and a B.A. in social science from Roosevelt University in Chicago, plus a minor in English.