More On:
- Our Team
-
- Vicki Vondrak
- Kay Stanly
- 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
- Eric Johnson
- Theodore G. Baer
- Patrick Jonas
- The Next Level
- Our Philosophy
- Financial Process
- Our Approach
- Our Vision
Our Team
Vicki Vondrak Operations Specialist
Kay Stanly 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
Eric Johnson 
Theodore G. Baer CFP®, CIMA®, AIF®, MBA CERTIFIED FINANCIAL PLANNER™Patrick Jonas 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.
