It’s more than numbers.

Jon Sowa

AMWA

To serve, grow, and protect the financial interests of private clients and their families through comprehensive planning, wealth management, and education.

Our Advisors

Larry J. Tolbert

MBA, CEP, AIFA
Investment Advisor Representative

J. Patrick McDowell

AWMA
Investment Advisor Representative

Jonathan P.
Sowa

AWMA
Investment Advisor Representative

W. Hugh Black

Branch Manager,
Financial Advisor

Zane
Fowler

Investment Advisor
Representative

Our Staff

Laurie Edwards

Executive Asst to Larry Tolbert

Karen Williams

Special Projects

It’s your money, and it should work for you!

But it doesn’t have to be traditional investments for it to build your portfolio. We help you follow your passions, so you aren’t putting things on hold.