With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo
Team photo

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Our advisors

Rick T Holewinski

CFP®, CRPC

Private Wealth Advisor

Learn more about Rick T Holewinski Visit Rick T Holewinski's website

Mark Kanyanta

MBA, CRPC

Associate Financial Advisor

Learn more about Mark Kanyanta Visit Mark Kanyanta's website


Our team

Jason Puyleart

Jason Puyleart

Paraplanner,

Financial Planning Analyst

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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Tami Pelischek

Tami Pelischek

Paraplanner,

Client Relationship Manager

Personal Intro

A few of my favorite things:

Favorite candy: Toffifay Candy Bars

Favorite snacks: Bacon wrapped waterchestnuts

Favorite beverages (the daily kind and the fun kind😊): Coffee-anyflavor / Whiskey

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Kambria Volkmann

Kambria Volkmann

Client Service Coordinator,

Marketing Manager

Personal Intro

A few of my favorite things:

Favorite candy: Reese’s

Favorite snacks: Chips

Favorite beverages (the daily kind and the fun kind 😊): Coffee (Black & Tan from Door CountyCoffee), Malibu & Orange Juice, Goodboys, Moscow Mules

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Cathy Baumann

Cathy Baumann

Client Service Coordinator

Personal Intro

A few of my favorite things:

Favorite candy: Malted milk balls & all homemade Christmas candy!

Favorite snacks: Dark chocolate, peanut butter, chips & French onion dip

Favorite beverages (the daily kind and the funkind 😊): LOTS – Zevia soda, diet soda, champagne, flavored sparkling water, coffee, beer, wine, kombucha
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