SWM Team

Adam Schwallier

Financial Advisor

616.855.2051

616.949.0980

adam@swmadvisor.com

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.

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Mary Kathryn (MK) Britenfeld

Financial Advisor

616.855.2051

616.949.0980

MK@swmadvisor.com

I enjoy getting to know my clients on a personal level first; followed by utilizing our financial tool bag to help them lay-out their goals and dreams. My desire to help and teach others is what led me to the financial services...
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Emily Joles

Financial Advisor

616.855.2051

616.949.0980

emily@swmadvisor.com

My passion for helping others has best been suited in the world of finance with an emphasis in holistic financial planning concepts.

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Denise Nowicki

Executive Assistant

616.855.2051

616.949.0980

denise@swmadvisor.com

I serve clients every day through completing various service functions, including being a primary contact point for various projects and administrative functions.

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