Our Team
Vicki Vondrak Operations Specialist
Kay Stanly Operations Specialist
Ann Selas Operations Specialist
Spencer Selas Operations Specialist
Tony Benz Client Care 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
Angela Kern CFP® Financial Advisor
Timothy Zenker 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 AdvisorJulie Douglas CFP® Certified Financial Planner
Kyle Thomas Financial Advisor
Jacob Gustafson CFP® Certified Financial Planner
Jason Speich MBA, CPA, AIF® Director - Retirement Planning / Financial Planner
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.
