Team Approach

Adam Schwallier was drinking a can of Coke when his manager broke the news. About 1,000 Morgan Stanley advisors were let go nationwide in a single day–and unfortunately, Adam’s name was on that list. At first, he thought it was a joke....

Ever wonder how someone ends up becoming a financial advisor? For Kyle Schwallier, it wasn't exactly a straight path. He test-drove everything from phlebotomy to physical therapy before having his "aha!" moment while shadowing a financial 

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 keeps the office humming like a...

Have you ever heard someone smiling through the telephone? You will when Angie Taylor answers your call! ​​After three decades in the health insurance industry, Angie brings her wealth of experience and warm personality to Schwallier Wealth