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.
Co-Owner & Director of Operations
219-779-9183 ext. 104
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 Marketing & Client Services
(219) 779-9183 ext 103
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.
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.
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.
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.
Client Service Specialist
(219) 779-9183 ext 101
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.
(219) 779-9183 ext. 108
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.