More On:
- Our Team
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- Vicki Vondrak
- Ann Selas
- Spencer Selas
- Nancy Koss
- John Jonas
- Paul Tourville
- Peter Tourville
- John Selas
- Daniel Fleming
- Andrew Houte
- Timothy Zenker
- Tony Benz
- Edward G. Devinger
- Patrick Maddox
- Eric Liek
- Loren Brandrup
- Julie Douglas
- Kyle Thomas
- Jacob Gustafson
- Jason Speich
- Cory Graves
- Theodore G. Baer
- Patrick Jonas
- Matthew Kavanagh
- Michelle Maciosek
- Benjamin Woida
- Susan Baer
- The Next Level
- Our Philosophy
- Financial Process
- Our Approach
- Our Vision
Our Team
Vicki Vondrak Operations Specialist
Ann Selas Operations Specialist
Spencer Selas Operations Specialist
Nancy Koss Operations Specialist
John Jonas Director of Operations
Paul Tourville CASL® Partner
Peter Tourville AIF® Partner
John Selas AIF® Partner, Retirement Plan Consultant
Daniel Fleming Partner
Andrew Houte CFP® EA CRPS® CASL® Partner, Director – Retirement Planning and Financial Planner
Timothy Zenker Financial Advisor
Tony Benz Financial Advisor
Edward G. Devinger Financial Planner
Patrick Maddox Financial Advisor, Wealth Management Team Member
Eric Liek CFP® Financial Planner
Loren Brandrup CPFA Director of Group Benefits, Financial Advisor
Julie Douglas CFP® Certified Financial Planner
Kyle Thomas Financial Planner
Jacob Gustafson CFP® Certified Financial Planner
Jason Speich MBA, AIF® Director - Retirement Planning / Financial Planner
Cory Graves Financial Planner
Theodore G. Baer CFP®, CIMA®, AIF®, MBA CERTIFIED FINANCIAL PLANNER™Patrick Jonas Operations Specialist
Matthew Kavanagh CPFA
Michelle Maciosek ChFC® Financial Advisor
Benjamin Woida Operations Specialist
Susan Baer Operations Specialist
The Workplace Financial Education Solution
Education is your employees' greatest tool to making wise decisions regarding their financial well-being, now and into their future.
Financial Advice As You Walk Through Life
UThrive is a partnership targeting students & young professionals providing the means and motivation to help you thrive.
