Broker Check

Sally Cholewka, CFP®

Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, is our paraplanner. She is experienced in the use of our sophisticated wealth management and financial planning platform and works up a variety of plans, “stress tests”, and “what-if” scenarios that help provide both short and long term perspective for our clients. Her wide range of proficiency extends from leveraging college tax credits to legacy planning to retirement planning for business owners. She particularly enjoys sharing with our advisors the depth of knowledge pertaining to Social Security filing strategies that can enhance retirement income planning. In addition, Sally is registered through LPL Financial holds her Series 7 and 66 securities licenses.

Prior to joining our group, she worked at The PrivateBank as a Registered Investment Sales Assistant. Her training experience stems from her background in education. After graduating from the University of Iowa with a B.A. in Secondary Education and History, she began her career as a Social Studies teacher. Sally is a native Midwesterner, growing up in Iowa, Illinois and Minnesota. She now lives in Shelby Township, MI with her husband, John, and their young daughter. In her free time, she enjoys reading, boating and gathering creative ideas on Pinterest.