Josh Prusinski
Founder, CFP®
Growing up in a hardworking, agricultural community, I learned the importance of honesty, integrity, and respect for others. Relationships are key, and as a financial advisor, I believe trust and partnership play a vital role in helping you reach your financial goals.
Background
In order to better serve my clients, in 2017, I advanced my skills by passing a series of exams and earning the CFP® certification. I have been able to utilize these skills to help my clients more comprehensively work toward their goals and enjoy their best life. I completed my undergraduate degree at Indiana Wesleyan University, with a Bachelor of Science in Business Administration and an Associate of Arts in Christian Ministries.
My Clients
My clients are a diverse group of people in retirement or near retirement, young professionals, and business owners. I feel extremely fortunate to partner with them and provide the guidance, support, and tools they need to have the means to thrive in their given endeavors.
Partnering Together
Each client relationship begins with a conversation to understand and define his or her financial goals and priorities. Following an established process, I develop financial strategies and regularly communicate to help ensure we are up to date and staying on track.
Kee Prusinski
Director of Operations and Client Support
The importance of family and relationships is the driving force throughout my life and career. I highly value the conversations I have with clients and especially enjoy finding opportunities to better support their specific needs. The skills and practices I developed during my seven years as Senior Vice President of Operations and Project Manager for a nonprofit organization based out of Silicon Valley has helped me implement and manage the details and processes within our office to provide a personalized client experience. My background includes serving as the Worship Arts Director at Maranatha Evangelical Church in Rice Lake, WI and completing my undergraduate with a Bachelor of Arts Degree in Vocal Music Performance from Indiana Wesleyan University. On a personal note, I enjoy anything music-related, golfing, skiing, exercising, and most of all, supporting Josh and our four kids.