There’s no one-size-fits-all solution to financial success - that’s where we come in. At Unique Growth, we meet you where you are, understand your goals, and create a personalized roadmap to help you confidently move forward.

Your Road to Growth Is Personal.

We don’t just offer financial services, we provide a personalized roadmap to financial success for individuals, families, and businesses. Our approach is different because we focus on education, empowerment, and customization rather than just selling products.

Unique Growth

Lisa Lickert

Tracey Barthel Zwick

This department provides financial advice and support to clients, helping them manage their investments and retirement planning.

Financial Services

This department focuses on ensuring client satisfaction and facilitating positive customer experiences.

Unique Growth

Org chart

Teams

Financial Services

Customer Success

Offices

Unique Growth

Org chart

Teams

Financial Services

Customer Success

Offices

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