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

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

Favorite restaurant (for lunch): Drift Inn, Longhorn

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Kambria Volkmann

Kambria Volkmann

Client Service Coordinator,

Marketing Manager

Personal Intro

A few of my favorite things:

Favorite cookies: Chocolate Chip

Favorite meal: Pasta, Steak

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

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Jason Puyleart

Jason Puyleart

Financial Planning Specialist,

Paraplanner

Personal Intro

A few of my favorite things:

Favorite cookies: Chocolate Chip

Favorite meal: Lasagna, Ribs

Favorite restaurant (for lunch): Parker John's

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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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