SWM Team
Adam Schwallier
The personal relationships that develop with clients are the most rewarding aspect of what I do. As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER® professional, I am required to be a fiduciary to clients.
Denise Nowicki
I serve clients every day through completing various service functions, including being a primary contact point for various projects and administrative functions.
Emily Joles
My passion for helping others has best been suited in the world of finance with an emphasis in holistic financial planning concepts.