Your Advisors

"I was a graduate of the University of Vermont and business owner before I began my career as a Financial Consultant in 1986 working for Paine Webber and then Merrill Lynch in 1990.  Although I enjoyed helping my clients and formed many long lasting relationships with them during my brokerage years, I knew that there must be a better way to structure the business and serve my clients.   I believe that my strength is seeing the big economic picture which I translate into managing financial assets for the good of my clients.  The joy of my job comes in helping people achieve their financial goals.  In 1998 I founded Sokolowski Investment Advisors, an Independent Registered Investment Advisory Firm to fulfill my vision.  Freed from commissions and conflicts of interest I have found this business model ideal.  I can’t think of a better way to use my skills to serve our clients."

Roy Sokolowski

Pat Sokolowski

"I also graduated from the University of Vermont, but unlike Roy, my background was 18 years in client services and operations management in the ski industry working first for Skis Dynastar and then Nordica.   When I joined the firm in 1998 it was a natural fit for me to handle client servicing and our operations.  I have always been detail-oriented and, the more I learned about the financial business, the more I wanted to help our clients plan for their future.   Becoming a CERTIFIED FINANCIAL PLANNER™ has enabled me to do this.  I thoroughly enjoy the challenge of helping people plan and achieve their financial goals and think that planning is essential to successful wealth management."

Pat Sokolowski

Michael Reynolds, Portfolio Administrator

"I guess you could say that I fell into a 30+ year career in the financial business.  After graduating from Champlain College I took a “temporary” job at the Merchant’s Bank that lasted over 21 years!  I worked my way up through the ranks holding numerous positions before I became the Manager of the Merchants Discount Brokerage.  My client servicing and financial analytical skills were tapped by Charles Schwab when they opened their Burlington office in 1999 and I joined their team as an Investment Specialist.  In 2005 I began work as an Investment Advisor Representative - a fiduciary job to which I feel well suited as I take the issue of trust very seriously.  I am excited to join Sokolowski Investment Advisors and feel that in this format I will be able to thoroughly help our clients to achieve their financial goals."

Michael Reynolds