With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Rick T Holewinski

CFP®, CRPC

Private Wealth Advisor

Learn more about Rick T Holewinski Visit Rick T Holewinski's website

Mark Kanyanta

MBA, 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 fast food places: Potbelly's

Favorite holiday: Easter-- means summer is coming

Favorite music: 80's hairbands

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Kambria Volkmann

Kambria Volkmann

Client Relationship Manager,

Marketing Manager

Personal Intro

A few of my favorite things:

Favorite fast food place: Culver's

Favorite music: Jazz (Frank Sinatra is my favorite singer, I also love the Rat Pack, Ella Fitzgerald, Louis Armstrong and Etta James)

Favorite indulgences: Starbucks & McDonald's Coke (there is just something about it!)

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Jason Puyleart

Jason Puyleart

Financial Planning Specialist

Personal Intro

A few of my favorite things:

Favorite fast food places: Jimmy John's

Favorite holiday: Christmas

Favorite animal: Our goldens (Millie & Annie)

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Sarah Baugnet

Sarah Baugnet

Client Service Coordinator

Personal Intro

A few of my favorite things:

Favorite meal: Cheeseburger

Favorite holiday: none or my birthday

Favorite music: Any

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