Roxanne Desouza is a financial advisor at Seawise Financial, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Satori Wealth Management and maintains a part-time role as an occupational therapist at Tricity Medical Center. Seawise Financial serves individuals, high-net-worth clients, and employer plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a primarily passive investment approach with diversified allocations, incorporating both fundamental and cyclical analysis.

Timothy Kenney is a CFP® professional with 27 years of experience in the financial industry. He has worked at firms including USAA Financial Planning Services, UBS Financial Services, and Wells Fargo Investments before joining Seawise Financial, Inc. in 2018. Seawise Financial serves individuals, high-net-worth clients, and employer plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a primarily passive investment approach with diversified allocations and incorporates fundamental and cyclical analysis, managing roughly $75 million in discretionary assets.