Holewinski & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo for Holewinski & Associates
Team photo for Holewinski & Associates

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Advisors

Rick T Holewinski

CFP®, CRPC

Private Wealth Advisor

Visit Rick T Holewinski's website

Mark Kanyanta

MBA, CRPC

Associate Financial Advisor

Visit Mark Kanyanta's website


Team

Tami Pelischek

Tami Pelischek

Client Relationship Manager,

Paraplanner

Personal Intro

A few of my favorite things:

Favorite cookies: Oatmeal Raisin

Favorite meal: King Crab Legs w/Ribeye (Medium Rare) at Schwartz's

Favorite restaurant (for lunch): Drift Inn, Longhorn

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Kambria Volkmann

Kambria Volkmann

Client Relationship Manager,

Marketing Manager

Personal Intro

A few of my favorite things:

Favorite cookies: Chocolate Chip

Favorite meal: Pasta, Chicken

Favorite restaurant (for lunch): Sidekicks, Plank Road, Husby's (in Sister Bay)

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Jason Puyleart

Jason Puyleart

Financial Planning Specialist

Personal Intro

A few of my favorite things:

Favorite Candy: Reese's

Favorite Snacks: Trail Mix

Favorite Beverages (the daily kind and the fun kind): Bubly; Moscow Mules

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Sarah Baugnet

Sarah Baugnet

Client Service Coordinator

Personal Intro

A few of my favorite things:

Favorite cookies: Peanut Butter Blossoms

Favorite meal: Cheeseburger

Favorite restaurant (for lunch): Greystone Ale House

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