Passionate about planning. More passionate about the possibilities it creates for you and your family.
You’re already successful. You don’t need us to tell you that. But you do need someone to guide you through a dynamic planning process, show you how your aspirations are possible, and put your nagging worries to rest. It’s time you meet the team that gets it done.
Kevin Zywna (Ziv-na) began his career in the personal finance arena in 1990 serving in various management positions for a multi-state credit union. In 1998, he first became a financial advisor at Bunting Capital Management. He and Dan Bunting worked together designing and implementing financial planning and investment solutions until 2003. Read more.
Allison joined Bunting Capital in August 2015. As Director of Financial Planning, Allison is responsible for helping our clients enhance their quality of life through the financial planning process. Her talents are well-balanced between the numbers-oriented, technical side of the profession and the more personal, behavioral side. Read more.
Josh joined Wealthway Financial Advisors in June 2019 as an Associate Financial Advisor. He graduated from Virginia Tech in May 2019 with a B.S. in Finance with the CFP® Certification Education Option. Attention to detail, ongoing client follow-ups and financial plan presentation preparation are integral to his client management role. Josh is working on the exam and experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation within the next few years. Read more.
William is a 2020 graduate of the Financial Planning program at Virginia Tech. He joined Wealthway Financial Advisors in June 2020 as an Associate Financial Advisor. As an integral part of client meetings, he helps prepare financial plans, organize follow-up actions, and implement planning recommendations. He contributes to our ongoing research on planning strategies, helpful resources, techniques, and processes as we continue to enhance our client service offerings. Read more.
Donna was born and raised in St. Louis, Missouri and the surrounding areas. She began her career in Banking and Financial Services in 1979. After 20+ years in various areas of Banking, including Commercial and Mortgage Lending, Business and Financial Services, Operations, Training and Management she pursued...Read more.
Listen to the latest episode of “Dollars & Common Sense”, hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP®. It airs every 2nd & 4th Tuesday at 6PM on WNIS 790AM.