Joseph Tomkiewicz is a CFP® professional with 26 years of experience in financial advising. He has been with Sierra Financial Advisory since 2004. Tomkiewicz holds Series 63 and Series 65 licenses and is also an agent with fixed annuity companies. Sierra Financial Advisory serves individual and family clients, including high-net-worth households, as well as small business retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, allocation-driven investment approach using mutual funds, ETFs, and selective individual securities, managing most assets on a discretionary basis across defined risk profiles.

Michael Tomkiewicz is a CFP® with six years of industry experience and currently serves as an advisor at Sierra Financial Advisory in Nevada City, CA. Prior to his financial advisory career, he spent ten years in full-time education and briefly worked with the Nevada Union School District. He is also a licensed insurance agent for life and health insurance products. Sierra Financial Advisory primarily serves individual and family clients, including high-net-worth households, as well as small business retirement plans, trusts, estates, and charitable organizations. The firm employs a long-term, allocation-driven investment approach with discretionary portfolio management tailored to five model risk profiles.