Broker Check

Guidance Throughout Your Journey

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

Team

 

Carey Yukich*

Co-Owner & Financial Planner

(219) 779-9183 ext. 102

Carey Yukich, along with her husband John, founded TrueWealth Advising Group, through which she provides Integrated Wealth Management for Business Owners and Individuals.

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John Yukich

Co-Owner & Director of Operations

219-779-9183 ext. 104

888-404-8151

jyukich@truewealthadvising.com

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...

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Jennifer Eibel Vinovich 
Director of Marketing & Client Services
Registered Representative, Equity Services Inc.

Director of Marketing & Client Services

(219) 779-9183 ext 103

(888) 404-8151

jvinovich@truewealthadvising.com

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.

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Kyle Schmidt

Financial Planner

2197799183

8884048151

kschmidt@truewealthadvising.com

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.

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Michael Gordon

Financial Planner

219-779-9183

888-404-8151

mgordon@truewealthadvising.com

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.

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Danielle Helfrich

Financial Planner

(219) 779-9183

(888) 404-8151

dhelfrich@truewealthadvising.com

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.

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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. Her mission is to provide clients with innovative, effective and financially sound solutions.

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Beth McCarty

Client Services Specialist

2197799183

8884048151

bmccarty@truewealthadvising.com

Beth serves TrueWealth Advising Group as a Client Services Specialist along with assisting in administration, operations and special projects.

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