Team
Carey Yukich*
Co-Owner & Financial Planner
Carey Yukich, along with her husband John, founded TrueWealth Advising Group, through which she provides Integrated Wealth Management for Business Owners and Individuals.
John Yukich
Co-Owner & Director of Operations
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...
Jennifer Eibel Vinovich
Director of Business Development, Financial Planner
(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.
Danielle Helfrich
Financial Planner
(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.
Kyle Schmidt
Financial Planner
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.
TJ Pruzin
Financial Planner
(888)404-8151
tpruzin@truewealthadvising.com
TJ Pruzin joined the TrueWealth Team this spring as a Financial Professional and looks to become a fully licensed financial planner before the end of the year. He attended Crown Point High School and went on to graduate from DePauw...
Michael Gordon
Financial Planner
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.
Alana Furlow
Financial Planner
afurlow@truewealthadvising.com
Alana joined the TrueWealth Advising team in 2021 after spending over 8 years in the industry as a Licensed Paraplanner at Ameriprise Financial. Alana has her Life, Health and Annuity licensing along with her FINRA Series 66 and 7.
Andrea Sullivan
Client Service Specialist
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.
