September 2018

Get Your Finances in Order

Author: Special to CH2

WestView Investment Advisors
WestView Investment Advisors was founded in 1998 by Roy Sokolowski. After 12 years in the brokerage business, Roy knew there had to be a better way to serve clients. This led him to form his own company—an independent, fee-only Registered Investment Advisory firm.

The team continued to grow and develop over the years and now includes nine full-time employees on staff across two states. Spearheaded by Roy Sokolowski (president) and Pat Sokolowski (vice president), and joined by their son and daughter-in-law, Robert and Jennifer, the latest expansion involved opening an office on Hilton Head Island, where they could continue to serve existing clients throughout the country and help new clients in the Lowcountry.

As an independent firm that provides both wealth management and financial planning, WestView is uniquely positioned to help clients both define and achieve their financial goals. The team offers custom services for young professionals, small business owners and retirees. With Certified Financial Planners™ on staff, WestView is equipped to answer financial planning questions and find solutions for life’s changing issues with unbiased expertise. With over 50 years of combined experience in investment management, the team at WestView designs and manages sophisticated, low-cost, tax-efficient portfolios that enable clients to achieve their goals while minimizing risk.

At WestView, each employee operates under the fiduciary standard—the highest ethical standard in the business. Every team member has a legal and ethical obligation to put the clients’ best interests ahead of their own.

WestView Investment Advisors
1 Corpus Christi Pl, Suite 106
Hilton Head Island, SC 29928
(843) 271-6088
www.westviewhhi.com
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Thomas M. Dowling CFA, CFP®, CIMA®
Aegis Capital Corp

Thomas M. Dowling CFA, CFP®, CIMA® is an Executive Managing Director with Aegis Capital Corp and works both out of Hilton Head, SC and New York, NY.
Thomas’s goal is to help people answer two of the most fundamental, yet important, financial questions:  “will I make IT?” and “what can stop me from achieving IT?”. Over the past 20+ years he has found that most people have no idea what their “IT” is. His passion is to help people find their “IT”.
Thomas does this by crafting a financial roadmap. He believes a Financial Plan is also a Life Plan since you are setting up the steps to achieve your ‘IT’ such as retiring early, setting up a business or leaving money to loved ones. Don’t let your investments dictate your Life Plan. Let your Life Plan dictate your investments.
Thomas is proud to hold both the Chartered Financial Analyst designation, and the CERTIFIED FINANCIAL PLANNER™ certification, which puts him in an exclusive group of professionals in the country who hold both certifications.
Thomas attributes his understanding of what is most important in life to his wife and two sons. He spends time with his family and coaching/volunteering his sons in local community and school sports programs.

1000 William Hilton Pkwy., Suite C5
(Village at Wexford)
Hilton Head Island, SC 29928
tdowling@aegiscap.com
(212) 806-6303

Thomas M. Dowling is a Registered Representative and Investment Adviser Representative of and offers securities products and advisory services through Aegis Capital Corporation Member FINRA/SIPC as well as a SEC Registered Investment Adviser. As such, these services are strictly intended for individuals residing in the states in which the advisor is licensed.

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Jed Stafford
PERL Mortgage
After moving to Hilton Head Island, S.C. in 2017, experienced mortgage banking executive Jed Stafford partnered with PERL Mortgage to introduce the company’s brand and exceptional service to the Lowcountry area. Serving as Vice President of Mortgage Lending and Business Development for PERL, he specializes in providing guidance and options to meet each customer’s needs. A sophisticated lender, Stafford has 30 years of experience in mortgage banking and and more than 20 years in senior management, enabling him to handle complex financial profiles for investment firms, Realtors, financial planners, bankers, attorneys and many other customers—from first-time homebuyers seeking guidance to move-up buyers looking for their ultimate dream home.

Stafford began his career with First Western Mortgage, where he worked as a residential loan officer. He also has served as a loan officer for First Bank Mortgage and as Senior Vice President of PHH Home Loans. In addition to his duties at PERL, he also provides consulting and coaching services to a wide variety of mortgage industry clients, including Fortune 500 companies, investment firms, start-up companies and government agencies. A large focus of his work involves evaluating investing in this area, as well as improving efficiencies and driving productivity.

Stafford received a bachelor’s degree in finance from Iowa State University. He currently lives on Hilton Head Island with his wife Carla. The couple have a daughter in pharmacy school at the University of Wisconsin and a son studying neurology at the University of California San Diego.

Hilton Head Island Branch
(843) 868-3711 – Office
jstafford@perlmortgage.com
www.JedStafford.com
NMLS #: 350756; SC: 350756
Mortgage experience you can count on.

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Oak Advisors
Since 2005, Oak Advisors, LLC has been one of Hilton Head Island’s most respected wealth management firms. The company, a fee-only, Securities and Exchange Commission registered investment advisor, creates customized investment management and financial planning solutions. As a fee-only firm, the company has removed all conflicts of interest and works in a transparent, fiduciary capacity with its clients, where all fees are disclosed.

Oak Advisors is independently owned and operated by John Chiacchiero and Michelle Myhre, CFP®, who have been business partners for 20 years. “Over the years, we believe our commitment to excellence and high ethical standards are two of the reasons we are still around with many long-term clients, including most of the clients that believed in us in our very first year,” Chiacchiero said.

Myhre added, “During our many years working together, our team has witnessed asset bubbles, market crashes, political turmoil, wars, natural disasters, innovations we couldn’t have imagined, the rise of terrorism, and the worst financial meltdown and economic downturn since the 1930s. We believe that staying true to the principles on which we founded the firm—honesty, transparency, and excellence in service—is the reason for our success and longevity.”

The wealth management process requires specific skill sets and professional experience. The Oak Advisors team (including Christopher Kiesel, CFA, Al Cerrati, Heidi Yoshida, CFP®, Earl Nelson, and Jay Bowler) brings this necessary expertise to the process and ensures that their clients with complex financial planning and investment management needs find solutions.

3 Clark Summit Dr. #201,
Bluffton, SC 29910
(843) 757-9339
OakAdvisors.net

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ACADEMY MORTGAGE
Mark MacGillvary, Chandler Coggins & States Roberson

Founded in 1988, Academy Mortgage is one of the nation’s largest and most respected independent mortgage lenders. Academy’s mission is to be first choice in delivering the dream of sustainable homeownership. To accomplish this goal, we continue to do what we do best: • We are 100 percent focused on LOCAL retail mortgage banking. • We are committed to responsible lending practices. • We provide market-leading mortgage solutions and tools.

Unlike banks and mortgage lenders that consolidate operations and service offsite, Academy has the distinct advantage of being a direct lender, which means all loan processing, underwriting, closings, and funding are handled at our local branch offices. Our branch offices have the tools and resources in-house to expedite these processes, resulting in our proven track record of closing loans as quickly and efficiently as possible.

I invite you to put us to the test. Let me show you how simple and easy securing a mortgage can be. Our local team, led by Mark MacGillivray, promises to deliver the gold standard in customer service. Our team is easy to access, and we provide timely response, clear communication, and absolute follow-through. Our long tradition of customer satisfaction with our Realtor, builder, and other partners is affirmed year-after-year in our quarterly partner satisfaction surveys.

Please contact us to see how we can help you achieve successful homeownership.

880 Whipple Road
Suite 200
Mount Pleasant, SC 29464
(843) 343-1833
https://academymortgage.com/lo/markmacgillivray

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