The Team

Holewinski & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in several categories, including:

  • “Understands me and shares my values”
  • “Explains things in understandable terms”
  • “Has defined, repeatable processes for producing results”
  • Has “knowledgeable, timely and tactical” investment ideas
  • We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

    With the right financial advisor, life can be brilliant.

Our Advisors

Rick T Holewinski

Rick T Holewinski

Financial Advisor

More about me...

Contact

rick.t.holewinski@ampf.com

920.499.9400

Designations

CFP®, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Small Business

Education

UW-Eau Claire, WI 1984-1988, BS Bachelor of Science, Organizational Communications/Business Administration

VISIT MY WEBSITE

Ted Matuszak

Ted Matuszak

Financial Advisor

More about me...

Contact

Ted.Matuszak@ampf.com

920.499.9400

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

VISIT MY WEBSITE

Our Staff

Daniel Glinski

Daniel Glinski

Paraplanner

More about me...

Contact

Daniel.A.Glinski@ampf.com

920.499.9400

Qualifications

  • UW-Stevens Point
  • B.S. Business Administration
  • 8 years experience
Cavan Metzler

Cavan Metzler

Paraplanner

More about me...

Contact

Cavan.Metzler@ampf.com

920.499.9400 Ext. 13

Qualifications

  • University of St. Thomas/St.Paul, MN
Jillaine Toebe

Jillaine Toebe

Marketing Manager

Tami Pelischek

Tami Pelischek

Client Relationship Manager