Our Team

Eric J. Pelnar, CFP®

(920) 432-7600

(920) 432-7628

eric@visioninvestmentplanning.com

Click to Schedule an Appointment

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. In November 2017, the office affiliated with Woodbury Financial Services as their broker/dealer due to a sale of SII Investments.  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

David J. Tassoul, CFP®

(920) 403-0660

david@visioninvestmentplanning.com

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 enjoys golfing, cooking and spending time with his family.

Amy Luckeroth

Registered Assistant to Eric Pelnar

920-432-7600

920-432-7628

amy@visioninvestmentplanning.com

Amy joins Vision Investment Planning Group, she has been in the Investment & Financial Industry since 1998.  Clients appreciate her in depth knowledge, organization and experience to help achieve their customized short and long term goals.

Amy holds both Series 6 and 63 Securities Registrations and is a Wisconsin Notary.

Being Licensed, Amy can support Eric and clients with a wide scope of services.  Her energetic nature is an asset when providing the highest level of dedicated and proactive personal service.   

When she is not in the office, she enjoys spending time with her family, walleye fishing, cooking, and entertaining as well as riding to any destination on her Harley.

Laura Fabry

Assistant to Eric Pelnar

920-432-7600

920-432-7628

laura@visioninvestmentplanning.com

Laura has been in an administrative/management role since 1995.  She has experience in process development, managing projects, and cost-savings analysis. She has developed a passion for creating strong personal and professional relationships.

She collaborates with the Eric Pelnar as he helps clients pursue their financial goals. Clients value her ability to manage all the details and often foresees clients’ needs even before they ask.  

Laura enjoys being part of her community; she serves as the Vice President of Heritage Lake Resort’s Board in Egg Harbor and also a member of the De Pere Public Art Committee. She enjoys, cooking, photography, painting, and spending time in Door County. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.