Provider Directory

How to use the Provider Directory

All of our network providers have gone through our due diligence process including a criminal background investigation, license disciplinary history, and reputation check. While our background investigation is thorough and can give you peace of mind, it should not be taken as a guarantee of quality, reputation, or results you may see.

You Define Wellness is not insurance, nor a replacement for medical insurance.

Financial/Money Coach -

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Fortress Planning Group
Kevin Sandieson
Where we meet with clients: Our office, Location will be discussed, Via phone/Internet
2810 Crossroads Drive, Suite 4000
Madison, WI 53718
Fortress Planning Group
Kevin Sandieson
Where we meet with clients: Our office, Location will be discussed, Via phone/Internet
153 Park Avenue, Suite 204
Pewaukee, Wisconsin 53072
Money Moxey, LLC
Lisa Sveland
Where we meet with clients: Location will be discussed
Lisa is based in Parker, CO 80134
Rhonda Bolich-Lampo
Rhonda Bolich-Lampo
Where we meet with clients: Location will be discussed, Via phone/Internet
Based in Ft. Collins, CO