SWM Team

Adam Schwallier

Financial Advisor

616.855.2051

adam@swmadvisor.com

Adam is proud to be a NAPFA-registered, fee-only CERTIFIED FINANCIAL PLANNER® professional, with a fiduciary duty to his clients.

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Denise Nowicki

Executive Assistant

616.855.2051

denise@swmadvisor.com

 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...
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Kyle Schwallier

Financial Advisor

616.855.2051

616.855.2242

kyle@swmadvisor.com

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...

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Mary Kathryn (MK) Britenfeld

Financial Advisor

616.855.2051

616.855.2242

MK@swmadvisor.com

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...

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