Thun Financial Advisors, LLC is a U.S.-based SEC Registered Investment Advisor.  Thun clients reside around the globe and throughout the U.S.  Our advisors, like our clients, hail from many different countries and have all lived much of their adult lives outside of the U.S.  Each advisor has deep expertise in cross-border investing, planning, tax, and compliance.  We understand how to build wealth for our clients and we understand their world because we have all lived it ourselves.


Advisory Team



David Kuenzi

David Kuenzi, CFP®
Founder

  • Experience: Deutche Bank, Chase Manhattan Bank, Creditanstalt
  • Languages: Spanish, Russian
  • Expat locales: Russia, UK
  • Education: Columbia University, University of Wisconsin

Terri Van den Einde

Terri Van den Einde
Director of Operations

  • Experience: Syrxx, Invitrogen, Madison Investment Advisors
  • Education: St. Cloud State University, University of Phoenix

Peter Sengelmann

Peter Sengelmann, CFA®
Chief Investment Officer

  • Experience: NN Investment, Western Asset Management, Payden & Rygel
  • Languages: Mandarin Chinese
  • Expat locales: Singapore
  • Education: UCLA Anderson, UC San Diego

Stanton Farmer

R. Stanton Farmer, CFP®
Chief Compliance Officer

  • Experience: Merrill Lynch, Morgan Stanley
  • Languages: Portuguese
  • Expat locales: Angola, Portugal, UAE
  • Education: University of Pennsylvania (MGA), Univerity of Iowa (JD)

Kathleen Kaffer

Kathleen Kaffer
Financial Advisor

  • Experience: Oscar Gruss, Almond Capital
  • Languages: Spanish
  • Expat locales: France, China, Portugal, Spain
  • Education: George Washington University, NYU School of Law (JD)

Syl Michelin

Syl Michelin, CFA®
Financial Advisor

  • Experience: Citi Private Bank, Citi Global Transactions Services
  • Languages: French
  • Expat locales: UK, Switzerland, Ireland
  • Education: New York Institute of Technology, Chartered FA Institute

Nancy Metzger

Nancy J. Metzger, CFP®

Financial Advisor

  • Experience: IFC, FMI, SNV Netherlands
  • Languages: Spanish, French, Russian
  • Expat locales: Latin America & the Caribbean, Middle East,  Africa, Eurasia
  • Education: Georgetown, George Washington University (JD)

Francisco Aguilar

Francisco Aguilar
Financial Advisor

  • Experience: Tocqueville Asset Management
  • Languages: Spanish
  • Expat Locales: Ecuador
  • Education: University of Wisconsin – Whitewater; Oshkosh

Jake Mongler

Jake Mongler
Financial Advisor

  • Experience: Phillips 66, Petronas
  • Languages: Spanish
  • Expat locales: Malaysia
  • Education: University of Illinois (MBA), University of Missouri

Corinne Cole

Corinne Cole
Marketing Data Analyst

  • Experience: Galileo Learning
  • Education: University of Wisconsin – B.S. in Economics, Marketing

Grace Trewartha

Grace Trewartha
Analyst

  • Experience: Deutsche Bank, Estée Lauder Companies, Kaplan Test Prep
  • Languages: Mandarin Chinese
  • Education: Stanford University, Harvard Business School

Jack Thomas

Jack Thomas
Analyst

  • Experience: MWS Capital Consultants, AKT Business Services
  • Languages: Spanish
  • Education: University of Wisconsin – B.S. in Personal Finance

Nikita Mayorov

Nikita Mayorov
Accounting and Marketing

  • Experience: USSF, Independent Educator
  • Languages: Russian
  • Education: University of Wisconsin Madison
Thun Team