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Whether it be weeding through the complexities of investment choices, ever changing tax laws, retirement planning, estate planning, college savings plans, dealing with unforeseen life events such as a death or change of employment – a trusted financial advisor is a resource and an advocate on your behalf who supports you to stay on course to achieve your goals. At The Kowalski Team, we believe in helping you work towards financial independence, so you can live the joys that follow.

Marc R. Kowalski® Marc R. Kowalski®
CERTIFIED FINANCIAL PLANNER™

Marc Kowalski has been active in the financial services industry since 1996. He joined Focus Financial to become an independent financial advisor in January of 2005 and created The Kowalski team. Previous to Focus Financial, Marc started and trained with American Express Financial Advisors. He holds several financial designations, but most importantly, Marc is a Certified Financial Planner™ (CFP®).

Marc helps his clients manage and maximize their financial life through a long-term financial planning relationship. He accomplishes this through a commitment to quality advice, attention to detail, and a genuine caring for people.

When he's not busy serving his clients, Marc enjoys time with his family, playing guitar, writing and recording music, and playing golf. He resides in Plymouth with wife Pamela and son Roger.

Michelle Elliott
SENIOR CLIENT SERVICE MANAGER

Michelle brings to the team her professional experiences in the financial services industry since 1994. She has earned Series 7, 63, and 24 registrations. She is also life insurance licensed in the State of Minnesota. She is responsible for many of the investment transactions that happen throughout the day. Michelle enjoys traveling the world with her husband Jim and son CJ. Their family goal is to have as much fun as possible together.  

Trent Kerr
REGISTERED ASSISTANT

Trent joined the Kowalski Team in 2014, and has worked in various roles within the financial services industry, including running his own branch office. He got his start by majoring in Economics at the University of Hawaii and studying at the renowned Nihon University College of Economics in Tokyo, Japan. He obtained his insurance license in 2010, and then subsequently his Series 6, Series 63, Series 7 and Series 66. Trent handles the research of investments, portfolio construction and analysis, rebalancing and trading for Marc’s practice. He helps to ensure that the best information is available when making investment decisions. He enjoys camping and fishing, spending time with friends and family, and is an ardent Dodger and 49er fan.



Jack O'Brien
CLIENT SERVICE ASSISTANT

Jack joined the Kowalski team in 2017 and previously worked in the financial services industry for Principal Financial. Jack graduated from the University of Saint Thomas with a double major in finance and economics. He has earned his insurance license, Series 6, and Series 63. Jack works as a paraplanner and the wealth management system manager, working closely with Marc to ensure that client plans are continuously up to date. Outside of the practice, Jack is an active member of his community aiding as assistant sprint coach at Mounds View High School. He also volunteers at TreeHouse and Hope4Youth. Jack enjoys running, hunting, and enjoying the great outdoors.  

Pam Kowalski
ADMINISTRATIVE ASSISTANT

Pam joined the Kowalski team in 2011 when she decided to make a career change from her professional experience as a Realtor® for 20 years. Prior to her real estate career, she taught 4th grade, then owned and operated a popular college bar in Vermillion, SD. For The Kowalski Team, Pam provides support of client services activities and various administrative duties. When she’s not working Pam enjoys golf, tennis and cross country skiing.
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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

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This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, IL, IA, MA, MN, MT, NV, NY, OR, PA, SD, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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