Carey Yukich, along with her husband John, founded TrueWealth Advising Group, through which she provides Integrated Wealth Management for Business Owners and Individuals.
Andrea Sullivan currently holds the position of Team Coordinator for TrueWealth Advising Group. Her mission is to provide clients with innovative, effective and financially sound solutions.
Jennifer Vinovich is a Registered Representative of Equity Services, Inc as well as the Marketing & Client Services Director. Her primary responsibilities include business development, marketing strategies and public relations.
As Co-Owner and Director of Operations for TrueWealth Advising Group John Yukich provides the environment and framework that empowers our team to succeed. John’s role encompasses back room support of our advisors, information...
Kyle is a financial adviser and prides himself in his knowledge of investments and innovative planning strategies. He possesses a genuine desire to assist his clients in achieving their financial goals.
Beth serves TrueWealth Advising Group as a Client Services Specialist along with assisting in administration, operations and special projects.
Michael is a financial adviser and holds his Series 66 and 7 registrations. He assists clients in strategic financial planning and especially enjoys portfolio construction and investment research.
Danielle Helfrich has dedicated her 27 year career to serving the financial needs of her clients. She holds her Series 63, Series 66 and Series 7 Registrations and specializes in comprehensive financial planning and investments.