Markowski Investments

Gary Kueker is a financial advisor at Markowski Investments with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 11 years. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Joshua Markowski is a financial advisor at Markowski Investments with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Compass Financial Management LLC and Westminster Financial Securities, Inc. Outside of advising, he has worked as a bellman at Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, and other entities. The firm manages approximately $474 million in assets across a multi-advisor platform and integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis.

Austin Lowder is a financial advisor at Markowski Investments with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Gasparilla Tennis Club and Wake Forest University. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans, managing roughly $474 million in client assets. The firm uses a disciplined investment process that combines strategic asset allocation with tactical adjustments, maintaining primarily long-term holdings.

Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.

Timothy Walworth is a financial advisor with Markowski Investments in Pinckney, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include six years at TDW Financial Strategies and experience at Caitlin John Private Wealth Management and United Advisors America. In addition to advising, he works as an independent insurance agent, spending five to ten hours weekly on this activity. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm’s investment approach integrates strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, typically favoring long-term holdings while employing option strategies to enhance or hedge portfolios.

Michael Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Markowski Investments since 2008 and Westminster Financial Securities, Inc. since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach, combining fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Christopher Markowski is a financial advisor at Markowski Investments in Tampa, FL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Markowski Investments, Westminster Financial Securities, Inc., and Compass Financial Management since 1999. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $473.9 million in client assets and combines strategic asset allocation with tactical overlays based on fundamental, technical, and cyclical analysis.

Lance Cherry is a financial advisor with Markowski Investments in Murray, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Truth of Investing, Caitlin John, LLC, and Curian Capital, LLC. He is also the owner of Cherry Wealth Management. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm combines strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, maintaining a predominantly long-term investment approach.