Broker Check

Guidance Throughout Your Journey

11039 Broadway Suite C
Crown Point IN, 46307
(219) 779-9183
 

Team

 

Carey Yukich*

Co-Owner & Financial Advisor

(219) 779-9183 ext. 102

Carey Yukich along with her husband John founded TrueWealth Advising Group, through which she provides valued clients with a Financial Foundation (plan) and guidance through implementation of the plan. Carey is a Registered...

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John Yukich

Co-Owner & Director of Operations

219-779-9183 ext. 104

888-404-8151

jyukich@truewealthadvising.com

John Yukich is a lifelong region resident, growing up in Munster. John graduated from The Missouri University of Science and Technology with a Bachelor of Science degree in Engineering Management in 1994. John has worked in small...

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Jennifer Eibel Vinovich

Director of Marketing & Client Services / Investment Adviser Representative, Equity Services, Inc.

(219) 779-9183 ext 103

(888) 404-8151

jvinovich@truewealthadvising.com

Jennifer Vinovich is the Director for TrueWealth Advising Group. Jennifer’s primary responsibilities include marketing, public relations, and business development. Her specific tasks include organization of client events, community...

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Kyle Schmidt

Financial Planner

2197799183

8884048151

kschmidt@truewealthadvising.com

Kyle’s passion for numbers and his desire to help others inspired him to pursue a future in Finance. He enjoys studying the market and prides himself in his knowledge of investments and investment strategies. Kyle’s clients...
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Andrea Sullivan

Financial Professional

(219) 779-9183 ext 101

asullivan@truewealthadvising.com

Andrea Sullivan currently holds the position of Team Coordinator for TrueWealth Advising Group. She maintains her life, health, and annuity licenses in Indiana. She has many years of experience in the mortgage and financial industry...

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McCarty Beth

Client Service Specialist

2197799183

8884048151

bmccarty@truewealthadvising.com

Beth joined TrueWealth Advising Group this fall with the goal of assisting in all areas of TrueWealth Advising including client services, administration, operations, special projects and events. Beth serves as a Legal Assistant to...

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