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
- Tony Benz
- Edward G. Devinger
- Patrick Maddox
- Eric Liek
- Loren Brandrup
- Julie Douglas
- Kyle Thomas
- Jacob Gustafson
- Jason Speich
- Theodore G. Baer
- Patrick Jonas
- Matthew Kavanagh
- Michelle Maciosek
- Susan Baer
- Keary Egan
- Amy Barr
- Kiera Torres-Seefeldt
- Colton Wolter
- Vicki Kaminski
- John Selas Jr.
- 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
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
Theodore G. Baer CFP®, CIMA®, AIF®, MBA CERTIFIED FINANCIAL PLANNER™Patrick Jonas Operations Specialist
Matthew Kavanagh CPFA
Michelle Maciosek ChFC® Financial Advisor
Susan Baer Operations Specialist
Keary Egan Insurance
Amy Barr Operations Specialist
Kiera Torres-Seefeldt Operations Specialist
Colton Wolter Operations Specialist
Vicki Kaminski Financial Advisor
John Selas Jr. 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.
