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.



Our advisors

Advisor photo for Rick T Holewinski

Rick T Holewinski

CFP®, CRPC

Private Wealth Advisor

Learn more about Rick T Holewinski Visit Rick T Holewinski's website
Advisor photo for Mark Kanyanta

Mark Kanyanta

CRPC

Associate Financial Advisor

Learn more about Mark Kanyanta Visit Mark Kanyanta's website


Our team

Tami Pelischek

Tami Pelischek

Client Relationship Manager,

Operations Manager

Personal Intro

A few of my favorite things:

Favorite Snacks: Bacon Wrapped Water Chestnuts

Favorite beverages (the daily kind and the fun kind): Coffee-Any Flavor, Whiskey

Favorite Cookies: Oatmeal Raisin

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Kambria Volkmann

Kambria Volkmann

Client Service Coordinator,

Marketing Manager

Personal Intro

A few of my favorite things:

Favorite Beverages (the daily kind and the fun kind): Black & Tan Coffee- Door County Coffee, Long Drink or Mailbu & Orange Juice

Favorite Cookies: Chocolate Chip

Favorite Meal: Pasta, Chicken

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Jason Puyleart

Jason Puyleart

Financial Planning Specialist

Personal Intro

A few of my favorite things:

Favorite Beverages (the daily kind and the fun kind): Bubly, Moscow Mule

Favorite Cookies: Chocolate Chip

Favorite Meal: Lasagna, Ribs

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