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Eric J. Pelnar, CFP®

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Eric lives in the Howard, WI area and enjoys maintaining a healthy, active lifestyle and is regularly at the Howard YMCA in the early mornings before coming into the office. Eric is a devoted fan of the Green Bay Packers and also enjoys watching the Wisconsin Badgers and Milwaukee Brewers. Other hobbies include golfing, riding his Harley-Davidson motorcycle and attending concerts. In the past, Eric has been a volunteer as a board member of the Mediation Center of Greater Green Bay as well as an Ambassador of Current Young Professionals. Eric is currently a board member of the Estate Planning Council of Northeast Wisconsin and a member of the Financial Services Institute.Eric grew up in Kewaunee, WI and graduated from Kewaunee High School in 1995. He then went on to earn his bachelor’s degree in business administration with an emphasis in finance and minor in accounting at the University of Wisconsin - Green Bay in 1999. In June of 1999 Eric began working as a financial advisor with an independent financial planning firm in Brookfield, Wisconsin. Eric spent the next nine years learning the business of financial planning while working on a team with another advisor. Eric had a desire to be closer to family and friends in Northeast Wisconsin so he relocated back to the Green Bay area and began working with SII investments in March of 2008 under the office of Olson Associates. Shortly thereafter Eric earned his certification in July 2008 to become a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL or CFP®. In October 2012 Eric took over the practice of Gene Olson from Olson Associates. In January 2015 Eric relocated the office to the current location on Riverside Drive and renamed the office Vision Investment Planning Group. Eric primarily works with individuals, families and small businesses.

Licenses, Registrations and Certifications:

  • Fixed and Variable Life Insurance License
  • Health & Long Term Care Insurance License
  • Series 7, 24, 63, & 65 Securities Registrations
  • CERTIFIED FINANCIAL PLANNER™ Certification 

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David J. Tassoul, CFP®

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David is a graduate of the University Wisconsin – LaCrosse with a bachelor’s degree in Finance. David began his career as a financial advisor with American General Securities in 2002 and has served his clients for more than 13 years. David works with individuals and businesses alike to help them plan, implement and achieve their financial success.

In 2009, David earned his CERTIFIED FINANCIAL PLANNER™ certification. He is also a member of the Estate Planning Council of Northeast Wisconsin.

David and his wife Angela reside in DePere, WI with their three children - Abigail, Kaitlyn and Lucas. In his free time David is enjoys golfing, cooking and spending time with his family.

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Katie Weinschenk

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Katie has a Bachelor of Science in Public Administration and Political Science from the University of Wisconsin – Green Bay. Katie has been with Vision Investment Planning Group since 2014. She is responsible for coordinating our administrative functions, including scheduling appointments, assisting the financial advisors, and acts as the primary liason between clients and Vision Investment Planning Group’s advisors.

In her spare time, Katie enjoys spending time with her husband, Aaron, and their goldendoodle, Ruby. She also enjoys gardening and home improvement projects in the summer and snowshoeing and quilting in the winter as well as travelling whenever she can.

 

 

 

 

 

 

 


Debra M Marsh, CMFC®, CRPS®

 Bio to come

 

 


Ginny Rottier

Bio to come

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Eric J. Pelnar, CFP®

Phone:
920.432.7600

Email: 
eric@visioninvestmentplanning.com

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Find out more about Eric on:
FINRA's BrokerCheck

David J. Tassoul, CFP®

Phone:
920.403.0660

Email:
david@visioninvestmentplanning.com

Connect with David on:
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Find out more about David on:
FINRA's BrokerCheck

Katie Weinschenk

Consumer Information

Securities and Advisory Services offered through Woodbury Financial Services, Inc. (WFS), member FINRA, SIPC, a Registered Investment Advisor. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  Neither WFS nor its representatives or employees provide legal or tax advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in following states: AZ, CA, CO, FL, IL, IN, KS, MI, MN, MO, NC, NV, OR, VA, WI.

 

CFP LogoCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Compensation equals fees and commissions.