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Mark A Gombita
| Managing Partner |
Mark A Gombita is a Certified Financial Planner™ professional with a decade long track record of leading clients to their version of success while operating under the CFP® Board’s Fiduciary Code of Ethics. Mark advises business owners, executives, professionals, non-profits, and multigenerational families through his firm belief the best success stories begin with financial strategy. He takes pride in identifying a web of different options and finding the optimal path to synchronizing brokerage, banking, and credit. He hones industry experience from Vanguard and Merrill Lynch and holds the Certified Plan Fiduciary Advisor® designation and the Certified Exit Planning Advisor® certificate. His core competencies include retirement planning, estate planning, tax efficiency, risk analysis, communication, and integrity.
Mark and his wife Julia currently reside in the Italian Market in Philadelphia. In his free time, he enjoys cooking, traveling, golfing, scuba diving, playing soccer, and spending time with his loved ones.
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Ashlee Kozak
| Director of client services |
Ashlee is a graduate of West Virginia University and has worked in the financial services industry since 2018. She is responsible for managing the day to day client experience. Her primary goal is to enhance all interactions by specializing in wires and money movement, account opening procedures, and transfers. She strives to create a positive, streamlined experience for clients during and after transition, and finds her greatest fulfillment in creating the white glove feel for our clients.
In her free time she enjoys taking spin classes, spending time with her friends and family, and trying new restaurants.
Tim Lapowsky
| Managing partner |
Tim Lapowsky is a Financial Advisor based in the Greater Philadelphia area. Tim offers a Goals Based Wealth Management approach to his clients. His process begins with getting to know his clients on a personal level. He believes this is crucial to figuring out what their goals are and what is most important in their lives. With this knowledge, he creates individual financial plans to help his clients best achieve these goals. Tim holds his Chartered Retirement Planning Counselor designation, along with his Certified Exit Planning Advisor certificate. Tim brings with him 7 years of experience as a Financial Advisor at Merrill Lynch.
Tim is a native of the Philadelphia area and attended La Salle College High School before receiving his Bachelor’s Degree at The University of Scranton. Upon graduation from college, Tim attained his Master’s in Education from West Chester University of Pennsylvania in Secondary School Counseling. Tim’s training in counseling and psychology are instrumental to his practice, and play a key role in his career as a Financial Advisor.
Tim lives in Lafayette Hill with his wife Rosie and son Beau. He is an avid fan of all things Philadelphia sports, and enjoys playing golf and spending time in the Poconos in his free time.
