Our team is more
like a rock band.

We Are

Relationship First
We will spend time to get to know you and your priorities. Our clients are our friends, family and neighbors and we expect to have them for life.

We are an independent, fiduciary fee-only firm that is compensated by and answers only to our clients. This aligns our interests with you and your long-term financial success.

By looking at your entire financial picture before making recommendations we construct personalized solutions that maximize your lifetime financial well-being and organizes your lifestyle.

Our Team

Our team is more like a rock band. We play our individual instruments, and we play well together. There are a couple huge benefits to thinking this way: First, it keeps our ego in check so we can collaborate easily and create something bigger than any of us could do on our own. And it reminds us that we have an obligation to inspire our audience and ensure they feel enriched by their experience with us and truly feel they too play an important part.

Marc Kowalski

Chief Executive Officer

Michelle Elliott

Chief Operating Officer & Sr Client Service Manager

Pamela Kowalski

Development Director

Chuck Schneider

Tax & Business Director

Jamie Loiselle

Administrative Assistant

Our Clients

We work with individuals, families and business owners to define goals and simplify your financial life. For more on our capabilities see “what we do”.

Our Partners


Complimentary Financial Review

We offer a complimentary review meeting to describe our services,
and to see if our services are right for you.