Financial Planner working with a Client

Our Values.

We work with high ethical standards. You can expect honest, direct, and confidential advice. The plans we develop focus on our clients’ goals and entire financial life. This is our foundation.

Customer First
Passion
Integrity
Excellence

Meet the Team.

Our advisors, collectively, have over 75 years of experience and have provided advice to over 1,000 families.
We are proudly serving the third generation of clients.

Jan Kowal, CFP

Jan Kowal, CFP®

CEO & President

Jan’s passion for helping clients work towards their financial goals began almost 40 years ago. His planning is based on personal relationships and a true understanding of clients and their goals. Jan graduated from George Washington University with a BBA in Accounting and an MBA in Finance and Investments. He has been a Certified Financial Planner since 1984. Jan enjoys music, travel, cooking, and family time.

Jason Kowal, CRPC

Jason Kowal, CRPC®

Associate Advisor

Jason entered the financial planning industry in 2013. He graduated from Radford University with a degree in finance and a minor in psychology. Jason has been on Jan’s team since 2017 and is committed to providing the best financial planning advice and services for our clients. He holds the Chartered Retirement Planning Counselor designation. Jason enjoys music, backpacking, hiking, travel, and time with his fiancé.

Sara Minter

Executive Planner Associate

Sara joined the financial services industry in 2006 and has been working on Jan’s team since 2014 – providing the highest level of service to our clients with care. She attended Howard University and has a background in office management. Sara is an enthusiastic jazz lover.

Dale Tison

Dale Tison

Associate Advisor

Dale began his career in the financial services industry in 1978 and has been working with Jan’s team since 1999. He enjoys working with clients and providing financial planning advice and services. Dale received his degree in Business Administration in 1978 and worked with John Hancock for 16 years prior to joining the team. Dale is an avid fisherman and enjoys many outdoor activities.

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We will take care of your financial planning needs.