TRUEWEALTH ADVISING GROUP - Key Persons

Job Titles:

• Financial Planner
• Registered Representative and Investment Adviser

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. Alana Furlow joined the TrueWealth Advising team in September of 2021 after spending over 8 years in the financial services industry as a Licensed Paraplanner at Ameriprise Financial. Alana has her Life, Health and Annuity licensing along with her FINRA Series 66 and 7. Her primary responsibilities at TrueWealth include assisting advisers with "behind the scenes" paraplanning, conducting preliminary client intake meetings, rebalancing client accounts including asset allocation and placing trades. Alana has a passion to educate. Shortly after college graduation, she worked with disadvantaged Chicago children at the elementary and middle school level. This directly translates to her current passion for helping her clients understand the complexities of the financial planning process. Alana enjoys time with family, volunteering at her church, painting and being outdoors. In her spare time, she gives piano lessons and teaches Sunday School. Alana grew up in Griffith, Indiana and graduated college in 2008 with a degree in Secondary Education. She is married to Jacob and has two beautiful daughters, Julia and Eleanor along with two rescue cats. Alana is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: IN and MI.

Job Titles:

• Client Service Specialist
• Coach
• Head

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. 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 with a strong emphasis on customer service. Andrea's mission is providing her clients with innovative, effective and financially sound solutions in our increasingly complex financial environment. Andrea serves as a Head Coach and Youth Coordinator for Epic United Volleyball Club as well as the Junior Varsity Volleyball Coach for Munster High School. She lives in Munster with her husband John and three children. She enjoys playing most sports and she spends most of her free time as a devoted fan on the sideline watching her kids in their various sports and activities.

Job Titles:

• Chairman of the Legacy Foundation Board of Directors
• 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. 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 Representative and Investment Adviser Representative of Equity Services, Inc. Her registrations include FINRA Series 65, and 7. She is licensed in Life, Health and Long-Term Care Insurance and and also offers securities in AZ,FL,IL, IN, KY, LA, MI, NC, TN, TX, WA, WI. Carey acts as the client's CFO and collaborates with their trusted professionals (CPA's and Attorneys) in formulating optimal financial strategies. The establishment of distinct, "holistic" planning goals along with financial discipline helps lead to our clients' financial freedom and confidence. TrueWealth Advising Group clients receive customized strategies unique to their goals, needs, time frames, and risk tolerance. Carey is committed to "guiding" her clients to make well-informed decisions which translate to meaningful financial solutions. Specific financial services include but are not limited to: Financial Foundation (comprehensive financial plan) Retirement and Estate Planning Strategies Business Planning Strategies Estate Preservation Strategies Asset Accumulation, Management and Distribution Life, Disability, and Long-Term Care Insurance Options Charitable Giving Strategies Carey graduated from Northwestern University in 1993 with a Bachelor of Science Degree in Education and Social Policy. She completed her degree while on full athletic scholarship for Volleyball. Her experience providing valued clients with "Guidance Throughout their Financial Journey" spans 20+ years. Carey serves as the Chair of the Legacy Foundation Board of Directors, recently published "Push Through - Your Ultimate Success Playbook" and "Daily Push Journal", enjoys golf, hiking, tennis, volleyball, and resides in Crown Point, Indiana with her husband John and English Bulldog, Bozley.

Job Titles:

• Financial Planner

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. Danielle Helfrich has dedicated her career to serving the financial needs of her clients. Her wealth management experience spans over 27 years where she has assisted individuals, families and small business owners in achieving their financial goals. Danielle prefers a holistic planning approach that includes a thorough discovery process, innovative customized solutions and assistance in implementation of the plan. Through this comprehensive process, Danielle is able to build deep and longstanding relationships with her clients. Hosting educational events and seminars is a high priority and offers the opportunity to empower others and to instill financial confidence. Danielle has experience and expertise in group qualified retirement plans and enjoys strategizing with business owners on the design and implementation of cost effective, tax efficient plans that benefit all stakeholders. Additionally, Danielle has a passion for assisting widows, widowers and divorcees. Her compassion and partnership with these individuals enable and empower them to gain control of their financial affairs during an extremely difficult time. Danielle has her Series 63, Series 66, and Series 7 Securities registrations and is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. She is able to offer securities in AK, AZ, DC, FL, IN, IL, MI, and TX. Danielle is insurance-licensed in IN, IL, TN, and TX. Her specific services, along with the TrueWealth team, include but are not limited to: Comprehensive Financial Planning Retirement and Estate Planning Strategies Asset Management and Distribution Charitable Giving Approaches Life, Disability, and Long-Term Care Insurance Options Danielle's passion and commitment to helping others is apparent in her time away from the office. Having attended a private women's college owned by the P.E.O. Sisterhood, an international philanthropic women's organization, Danielle is focused on providing educational opportunities for other females worldwide and is a founding and active member of a local P.E.O. Chapter. She is an active volunteer and foster for Child and Pet Relief Fund, a 501c3 dedicated to ending the needless euthanasia of adoptable animals. Danielle is also the Co-Director of The Lake County Pet Expo, a large annual event held to raise funds and promote animal adoption for over 20 local animal rescues and shelters. Danielle is married to Bill and is the proud mom of three children, Alexandra (27), Emma (25) and Caden (20). She also has three dogs and one kitty (all adopted, of course). In her spare time, she enjoys gardening, reading, hiking and tennis.

Job Titles:

• Executive Assistant

Job Titles:

• Director of Business Development
• Director of Business Development, Financial Planner
• Owner of BirdieTime Golf, Inc
• Registered Representative and Investment Adviser
• Registered Representative of Equity Services

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. Jennifer Vinovich is the Director of Business Development for TrueWealth Advising Group. Jennifer is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. offering securities in Illinois and holds her Series 6, 63 and 65 registrations. She is an agent with the insurance companies of National Life Group; licensed in life, health, long-term care and annuities in IN, IL, OH, NC and LA. Jennifer's primary responsibilities include marketing, public relations, and business development. Jennifer possesses over 30 years of experience in the business world; most recently holding the title of Special Projects Director for South Shore Arts. Upon graduation from Purdue University in 1989 (BS-Management/Finance), Jennifer worked for Eli Lilly & Company in Indianapolis as a financial analyst. At the request of her family, she moved back to Northwest Indiana to become the Vice President/Chief Operating Officer of Eibel & Son, Inc., a Mechanical Contracting business begun by her great-grandfather in 1908. Through her vast and diverse business background, Jennifer has acquired a unique skill set enabling her to be a valuable team player. Jennifer is the owner of BirdieTime Golf, Inc. and enjoys giving golf lessons to golfers of all ages. Her involvement in the community includes White Hawk Country Club Homeowners Association, Meals on Wheels of NWI, The First Tee of Hammond, Tri Kappa and the American Heart Association. Jennifer lives in Crown Point with her husband Dan and her two pups Molly and Clifford. Daughter Alison (28) is the Director of Sales for Rowan, married to J.T. Pastor and lives in Chicago. Son Jack (26) also lives in Chicago and works as an Auditor for the Siegfried Group.

Job Titles:

• Co - Owner
• Director of Operations

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 technology management, short- and long-term strategic business planning, business valuations, as well as the day to day business operations of the firm. He is an analytical and conceptual thinker who effectively partners with vendors, broker dealer, and home office personnel to provide our financial professionals the support they need to effectively deliver a broad range of insurance and investment products to their clients. John brings 25 years of small business management and ownership to the TrueWealth Team.His first entrepreneurial leap out of college was taking over a family business in desperate need of a turnaround. John spent 11 years in the graphic arts industry providing engineering, rebuilding, and relocation solutions relating to large newspaper and commercial printing presses. His clients included large firms such as Gannett and The Federal Aviation Administration along with daily newspapers, equipment manufacturers, and commercial printers. John's next entrepreneurial leap lead him to partner with a disaster restoration company. He worked for 6 years leading an initiative to grow the firm by opening a branch location while concurrently overhauling the company's operational procedures and training program. John's latest venture into business ownership is TrueWealth Advising Group. Over the years, he has built an extensive background in planning and managing cross-functional business operations and complex projects. He is passionate about the critical role small businesses play in our communities and understands the daily challenges facing all small business owners. John brings insight and practical experience to our team in developing and implementing strategies designed to help entrepreneurs achieve their business and personal financial goals. John is a lifelong region resident, growing up in Munster. He graduated from The Missouri University of Science and Technology with a Bachelor of Science degree in Engineering Management in 1994. John currently resides in Crown Point with his wife Carey along with their English Bulldog, Bozley. Their daughter Jessica is a graduate of Indiana University's Kelley School of Business and Samantha is pursuing a degree in Art History at Indiana University. John Yukich is insurance-licensed in Indiana.

Job Titles:

• Financial Adviser
• Financial Planner

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. 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 appreciate his expertise and results-driven work ethic, along with his genuine desire to assist them in achieving their individual goals and ultimately acquiring financial peace of mind. Kyle graduated from Ball State University in 2014 with a degree in Finance and punted for the Ball State Cardinals football team all four years. Soon after graduation he obtained his Life and Health Licensing and offers insurance services in IN, IL, and MO. He also has his Series 66 and Series 7 Securities registrations. Kyle is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in IN and MI. Kyle along with the TrueWealth Advising team serves the comprehensive needs of his clients with innovative financial planning including retirement and estate planning strategies, education planning and cutting-edge protection strategies. Kyle is a passionate professional who is eager to assist individuals, families and businesses as they journey toward financial independence and prosperity. Kyle was born and raised in Northwest Indiana and remains close to his parents as well as his two older siblings. He is most definitely a sports enthusiast and when he isn't meeting with clients, Kyle can be found boating on Lake Michigan, practicing hot yoga, playing golf or skiing in Colorado.

Job Titles:

• Financial Adviser
• Financial Planner
• Registered Representative and Investment Adviser

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. Michael Gordon graduated from Purdue University, West Lafayette and majored in Management with an emphasis in Economics and Finance. He's been in the financial industry since 2005 and has spent most of his career with Merrill Lynch in Private Wealth Management. He comes to us with his Life and Health Insurance License along with his Series 66 and 7 FINRA Registrations. Michael grew up in Crown Point, Indiana and is engaged to Amanda Keck, soon to be married. His hobbies include golf and cycling. Michael is Life and Health licensed and offers insurance services in IN. Michael is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely, by Equity Services, Inc. and offers securities in IN.

Job Titles:

• Client Service Specialist

Job Titles:

• Investment Adviser
• Representative

Thomas Pruzin is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC, 1 N. Franklin St. Suite 3450, Chicago, IL 60606, (312) 236-2500.

Job Titles:

• Financial Professional

Job Titles:

• Financial Planner

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... TJ Pruzin joined the TrueWealth Team in 2022. He is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. offering securities in Indiana and holds his Series 63, 7 and 65 registrations. He is an agent with the insurance companies of National Life Group; licensed in life, health, long-term care and annuities in Indiana. He attended Crown Point High School and went on to graduate from DePauw University in 2005 with a degree in Economics. Along with attending classes, TJ was a star pitcher for the Tigers Baseball Team. After college, TJ worked in finance and accounting before joining the family funeral business where he has worked for the past 15 years. TJ was married to Meghan in 2012. They live in Crown Point with their two boys, Nicholas (7) and Michael (4 and are members of St. Matthias Church. TJ enjoys spending time with family and friends, playing golf and coaching the boys sports teams.