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
Kyle
Harrison
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.