Erich was born and raised near Grand Rapids, Michigan. He spent his summers on the beaches of Lake Michigan and his winters snowboarding with friends. Today, he and his wife, Jennifer, live in Rockford with their three children.

Erich graduated from Grand Valley State University with a degree in finance in 2008. Before joining LaLoggia Investment Group in 2014, he gained experience in banking, insurance, and advertising sales. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2018 and now brings over a decade of experience helping families build investment plans that reflect their values and support what matters most. Erich especially enjoys working with multiple generations within the same family and designing strategies that grow with them over time.

Erich and his family are actively involved in their church and school community at Holy Family in Rockford. When they are not attending church, school, or kids’ sports, the Vargaz family loves to travel and try new adventures together. In his free time, Erich enjoys hunting for vinyl records at Culture Shock Records in Rockford.

Mike is a proud Rockford, IL native. He and his wife Mary have raised three daughters and now enjoy time with their growing family, which includes three sons-in-law, nine grandchildren, and a loyal hunting dog, Riley.

A graduate of Illinois State University, Mike has spent his entire career with the firm since joining in 1982. Over the decades, he has built lasting relationships grounded in trust, clarity, and consistency. He brings energy and curiosity to the work of investing, helping clients understand the fundamentals while staying on top of evolving markets.

When he is not with clients, you will find Mike spending time with his grandchildren, playing pickleball, or enjoying the peace of the family farm in Grand Detour, Illinois with Mary.

Paul Green has dedicated more than 40 years to helping individuals and families pursue their financial goals through a disciplined, common-sense approach to investing. His extensive experience navigating multiple market cycles enables him to provide thoughtful guidance and construct balanced investment strategies tailored to each client's unique objectives.

Paul earned the Certified Investment Management Analyst® (CIMA®) designation and became a Private Wealth Financial Advisor in 2020, reflecting his commitment to serving high net worth clients and addressing the complexities of wealth management through a collaborative planning approach. Prior to joining Wells Fargo Advisors in 1988, Paul held positions with Investor Diversified Services and Merrill Lynch, building a strong foundation in investment advice and client service.

A graduate of Northern Illinois University, Paul met his wife, Debbie, while attending college. They have called the Rockford area home for many years and enjoy spending time with their two adult daughters, who also reside in the community.

Outside of the office, Paul enjoys running, reading, and visiting Chicago. He is deeply committed to giving back to the community and has served in leadership roles with several healthcare and higher education organizations throughout the Rockford area.

Beth Lewis has built her career on a simple principle: putting clients first. With more than 30 years of industry experience, she helps individuals and families develop thoughtful, well-balanced investment strategies designed to support their long-term financial goals. Her collaborative approach and commitment to personalized service have earned the trust of clients across multiple generations.

In 2021, she became a Private Wealth Financial Consultant at Wells Fargo Advisors, recognizing her work with high-net-worth families and her ability to coordinate specialized planning resources to address complex financial needs.

Originally from Philadelphia, Beth now resides in Poplar Grove, Illinois, with her husband, Ed, a longtime flight instructor. Together they have one adult son and three grandchildren who bring tremendous joy to their lives.

Outside of her professional responsibilities, Beth enjoys an active lifestyle and has long been an avid runner and cyclist. Her accomplishments include completing two Chicago Marathons and a triathlon. She is also deeply dedicated to serving the community. For more than 30 years, Beth has been involved with the Center for Sight & Hearing, where she previously served as Board Chair and continues to support the organization's mission and charitable events.

Dave is a lifelong resident of Belvidere. He and his wife, Mary, have four grown children who live in and around Rockford and Central Illinois. They also share their home with a Vizsla named Buddy.

Dave attended Minnesota State University, Mankato, and has been with the firm since 1992. He works closely with both individual and institutional clients and plays a key role in managing special projects for the team. His expertise includes estate processing, evaluating complex considerations through advanced planning software, and supporting the technical aspects of investment planning.

Dave is an active member of the Belvidere Cosmopolitan Club, which supports efforts to prevent and cure diabetes. In the fall, he enjoys traveling to watch North Central College football, where his two sons played. Outside of sports and golf, you can often find him working on his classic Cadillac.

Alisa is a proud native of Machesney Park. After spending time in the South, she returned to the area with her husband, John. Their family includes two adult daughters, one son-in-law, and two granddaughters, all living nearby in the Rockford area.

Alisa joined LaLoggia Investment Group in 1990 and has been a key part of the team ever since. Alisa’s deep experience ensures that our clients’ administrative and operational needs are handled with precision and care. From account openings to IRA servicing and income distributions, she plays a central role in creating a smooth, dependable client experience.

During the spring and summer, Alisa enjoys boating, tending her yard, and cheering on her granddaughters at tee-ball games. She also loves spending time with friends and family, walking, crafting, scrapbooking, and volunteering at her church.

Amy Wallbank brings more than 35 years of financial services experience to her role as Senior Client Associate with Spring Creek Private Wealth Group of Wells Fargo Advisors. Since beginning her career with Wells Fargo Advisors in 1990, Amy has been dedicated to delivering exceptional client service and operational excellence. She joined the team in 2005 as a Client Associate, bringing a strong background in relationship management and practice administration.

Amy plays a central role in supporting the team's day-to-day operations and helping ensure a seamless experience for clients. Her extensive industry knowledge, attention to detail, and proactive problem-solving approach enable her to provide timely, thoughtful support across a wide range of client needs. Known for her reliability and commitment to service, Amy is often a trusted resource for both clients and team members alike.

Amy earned her bachelor's degree in Business Administration from the College of the Ozarks and has built her career on a foundation of professionalism, responsiveness, and genuine care for the clients she serves.

Outside of the office, Amy enjoys spending time with her husband and their five grandchildren. She loves vacationing in the Missouri Ozarks, exploring local wineries, and creating lasting memories with family and friends. Whether traveling to familiar destinations or discovering new experiences, Amy values the connections and relationships that enrich both her personal and professional life.

Kelsey Knudson brings more than a decade of financial services experience to her role as Registered Client Associate. She joined the team in 2023 after spending 11 years with JPMorgan, where she worked closely with individuals and families across many aspects of their financial lives. Her experience, attention to detail, and commitment to client service help ensure a seamless experience for clients as they work toward their financial goals.

Raised in Rock County, Wisconsin, Kelsey grew up on her family's farmette and spent summers fishing and camping at their cabin in Wisconsin's Northwoods. Those experiences fostered a strong appreciation for family, hard work, and the outdoors that continues to influence her today.

Kelsey graduated from St. Norbert College in De Pere, Wisconsin, earning her degree in Natural and Environmental Science. Her diverse background and client-focused approach enable her to build meaningful relationships while helping clients navigate important financial decisions with confidence.

Today, Kelsey resides in Beloit, Wisconsin, with her fiancé, daughter, and stepdaughter. Outside of work, she enjoys spending time outdoors with her family and can often be found hiking, fishing, or cheering on local sports teams. Whether at home or in the office, Kelsey values building strong connections and creating positive experiences for those around her.

Michael was born and raised in Southern California, where he enjoyed surfing, local concerts, and going to the movies. He later relocated to Rockford, Illinois, where he met his wife, Danielle. They now have two children, Benjamin, born in 2016, and Emily, born in 2018, along with their Golden Retriever, Charlie.

With more than 15 years in the financial services industry, Michael brings broad experience across banking and financial advising roles. He holds an associate degree from Heartland College, which laid the foundation for his experience in financial operations and client service. As a Client Associate, Michael applies his diverse background to deliver personalized support and thoughtful solutions to the families we serve.

Michael enjoys spending time with Danielle and their children, exploring new adventures together and creating lasting memories. He serves on the board of directors for Keep Northern Illinois Beautiful and volunteers to educate the community about the importance of recycling. In his free time, Michael also enjoys working out, woodworking, and 3D modeling.