SWM Team
Adam Schwallier
Financial Advisor
Adam is proud to be a NAPFA-registered, fee-only CERTIFIED FINANCIAL PLANNER® professional, with a fiduciary duty to his clients.
Denise Nowicki
Executive Assistant
Maybe it’s because of her insurance industry background, but Denise Nowicki makes sure she’s got everyone–and everything–covered. As our Executive Assistant, Denise is an analytical problem solver who...
Read more
Kyle Schwallier
Financial Advisor
616.855.2242
Not knowing what he wanted to do when he “grew up”, Kyle researched many industries and career paths. Upon meeting his parent’s financial advisor, he had an a-ha moment and realized that his future most certainly...
Mary Kathryn (MK) Britenfeld
Financial Advisor
616.855.2242
For nearly twenty years, Mary Kathryn “MK” Britenfeld racked up airline miles as she worked her way up the corporate ladder. Her dynamic leadership earned accolades from colleagues and supervisors alike. From Texas to...