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: Deutsche 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

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)

Nancy Metzger

Nancy J. Metzger, CFP®

Financial Advisor

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

Francisco Aguilar-Puyol

Francisco Aguilar-Puyol
Financial Advisor

  • Experience: Tocqueville Asset Management
  • Languages: Spanish
  • Expat Locales: Latin America, UK, Spain, & New Zealand
  • 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

Roger Healy

Roger Healy, CFP®
Financial Advisor

  • Experience: Merrill Lynch International, HSBC, Hibernian Financial Planning
  • Expat locales: Cayman Islands, Middle East, UK
  • Education: Chartered Secretary, NYU Stern School of Business (MBA)

Jack Thomas

Jack Thomas
Financial Planner

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

Andy Medina Alistar

Andy Medina Alistar, CFP®
Financial Planner

  • Experience: Fidelity Investments, TD Ameritrade
  • Education: Texas Tech University (MS), St. Edwards University

Grace Trewartha

Grace Trewartha
Analyst

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

Nikita Mayorov

Nikita Mayorov
International Marketing Manager 

  • Experience: Independent Educator, Study of Stochastic Processes
  • Languages: Russian
  • Education: University of Wisconsin Madison