The Team

Holewinski & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

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

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Designations

CFP®

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

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Top Areas of Focus

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

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Our Staff

Daniel Glinski

Daniel Glinski

Paraplanner

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Qualifications

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

Cavan Metzler

Paraplanner

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Qualifications

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

Jillaine Toebe

Marketing Manager

Tami Pelischek

Tami Pelischek

Client Relationship Manager