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.
Mike joined Wealthway Financial Advisors in June 2018 as an Associate Financial Advisor. He graduated from Clemson University in May 2018 with a B.S. in Financial Management and a concentration in Financial Planning. He plays an integral role in client meetings by using his technical knowledge to keep detailed notes, manage ongoing client follow-up, and prepare financial plan presentations. 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.
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.
We help people answer the question, "Do I have enough?"
– President Kevin J. Zywna, CFP®
Radio Show
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.
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