Your Family.
Your Future.
Your Legacy.

Our Team. Your Piece of Mind.

Decades of expertise with one shared mission.

At the heart of our practice is a shared belief: strong financial planning starts with putting people first. As a team, Kris Dowejko and Sara Groschadl bring together decades of experience, complementary strengths, and a deep commitment to helping clients plan with purpose and confidence.

Kris, a Senior Vice President and Financial Advisor, grew up immersed in the world of finance thanks to her greatest inspiration—her father, a money manager who sparked her lifelong passion for this work. With over 30 years in the industry, Kris is known for her no-nonsense attitude, analytical expertise, and ability to make even the most complex financial topics feel clear and approachable.

Sara, a second generation Financial Advisor with a sharp eye for detail and a heart for service, shares Kris’s client-first mindset. Together, they bring a dynamic, down-to-earth style to financial planning—cutting through jargon, focusing on what matters, and making sure clients feel heard and understood every step of the way.

Whether you're thinking about retirement, estate planning, or creating a legacy that lasts, Kris and Sara work in tandem to develop strategies tailored to your goals and values. It’s about getting the job done—with integrity, clarity, and your best future in mind.

Specialties

Your goals, our focus—from growth to generational impact.

Legacy & Estate Strategies

Kris and Sara work closely with clients to design strategies that support multi-generational wealth transfer, charitable giving, and estate planning goals—all with a focus on minimizing unnecessary tax burdens and aligning with what matters most to you.

Tax Planning

While we do not provide tax advice, we specialize in helping clients understand how taxes may affect their wealth—today and in the future. By collaborating with your CPA and estate attorney, Kris and Sara develop strategies that prioritize tax efficiency across investment portfolios, income distribution, and legacy planning, so your financial picture stays optimized and aligned.

Portfolio Management

Kris and Sara take a thoughtful, personalized approach to portfolio management, with a focus on aligning each investment strategy to your unique goals and financial complexity. With extensive experience managing large, taxable accounts, they build portfolios that go well beyond standard allocations—incorporating individual stocks, ETFs, municipal bonds, and other vehicles chosen for their strategic and tax-efficient benefits. Their goal is to help your wealth grow—and stay—with purpose.