fbpx

Our Team

Our Team of Professionals

We assist both individuals and small business owners make a smooth transition from wealth accumulation to retirement by optimizing employer retirement plans, evaluating future cash flow and net worth through comprehensive financial planning, and maximizing their Social Security benefits.

hiltonheadphotographer-3654

Roy W. Sokolowski

CEO and Investment Manager

Company founder, Roy Sokolowski, brings over 30 years of direct portfolio management experience, perspective and market analysis to help shape his investment philosophy to serve his clients.

Read More

I am the founder of Metis Wealth Management- an independent firm that I created to help clients define and achieve their goals. Most of our clients are successful business men and women, entrepreneurs and professionals who are great at what they do. However, they also recognize that they need someone whom they trust to help them with their financial lives. Our firm fills an important niche: a local, trusted financial advisor who is knowledgeable, professional, caring and provides great service. I take great pride in the relationships that we have with our clients and find the intersection of finance and service very rewarding.

I live in Sea Pines, on Hilton Head Island, SC with my wife and business partner, Pat. Like so many others, we had been visiting Hilton Head for many years as vacationers before we decided to call the island our home. We have been actively joining in community activities since we moved here and you can often find me on the golf course or enjoying the local scenery at the beach club or Harbour Town.

hiltonheadphotographer-3615 (1)

Pat Sokolowski, CFP®

COO & CERTIFIED FINANCIAL PLANNER™

As a member of the management team, Pat Sokolowski brings 20 years of experience working in the Registered Investment Advisory arena.  She is currently the COO of the firm and the Senior Financial Planner – a role that she thoroughly enjoys.

Read More

I joined Roy shortly after he started his first RIA firm in 1998. I started as the Operations Manager, but my roles and responsibilities have grown throughout the years, including becoming a CERTIFIED FINANCIAL PLANNER™ in 2007. I am currently Chief Operations Officer and the Senior Financial Planner for the firm.

Focusing on the planning side of the business allows me a fulfilling experience where I can focus on helping clients plan for their future while getting to know them on a deeply personal level which allows our company to provide an exceptional level of service for our clients.

I live in Sea Pines with my husband, Roy. I love experiencing all Hilton Head has to offer- from the Heritage golf tournament in the spring to the Bluffton Art and Seafood festival in the fall. You will often find me outdoors enjoying the Lowcountry lifestyle to fullest.

hiltonheadphotographer-3592

Robert Sokolowski

Financial Planner & Assistant Portfolio Manager

Robert Sokolowski joined the Metis team in 2017.  He is an Financial Planner and Assistant Portfolio Manager with the firm focusing on research and helping young professionals.  Robert passed the CERTIFIED FINANCIAL PLANNER™ exam in November 2018 after completing two years of coursework in various financial planning topics at Bryant University.

Read More

Prior to joining the Metis team, I worked in supply chain for Target Corporation. My last position was Production Controller where I was responsible for the day to day operations of a 1.6 million square foot distribution facility. Target was a great launching point for my career as I was able to learn how to manage people, coordinate teams, and drive financial performance. The experience also gave me insight into the functioning of large corporations.

I graduated from the University of Vermont with a BA in Economics and a minor in Business Administration focusing on Finance. I am currently pursuing a CERTIFIED FINANCIAL PLANNER™ designation and successfully passed the CFP® exam in November 2018. I also enjoy attending Hilton Head Island-Bluffton Chamber Young Professionals events to continue to develop and network with others in the Lowcountry community.

My wife, Jenn, and I have a hobby farm with a dog and 3 horses and you can always find us outside either working around the farm or golfing!

hiltonheadphotographer-3569

Jennifer Sokolowski

Financial Planner & Relationship Manager

Jennifer Sokolowski joined Metis Wealth in 2017.  She is a Financial Planner and Relationship Manager focusing on helping younger clients in the wealth accumulation phase.  She came to the firm after six years of experience in management roles of increasing responsibility with one of the nation’s largest retailers. In addition to her educational background in Business Administration, she completed coursework for the CERTIFIED FINANCIAL PLANNER™ designation through Bryant University in 2017 and passed the CFP® exam in November 2018.

Read More

I joined Metis in 2017 after a successful 6-year career with one of the largest retailers in the nation. I am a Financial Planner with a focus on operations and helping Young Professional clients achieve their financial goals.

After graduating from the University of Vermont with a BS in Business Administration, I headed south for better weather and expanded career opportunities. I held a variety of positions with Target Corporation including two years as a Property Management Business Partner where I oversaw the facilities management for 23 stores in the Dallas-Fort Worth area.

I started pursuing a CERTIFIED FINANCIAL PLANNER™ designation in 2016 and moved to the Lowcountry in 2017. I am active in the Hilton Head Island-Bluffton Chamber of Commerce Young Professionals and have found it a great way to build relationships with others throughout the HHI/Bluffton area.

I live in Ridgeland with my husband, Robert, our rescue dog Kylie, and our three horses. When I’m not working you can find me outside riding horses, learning to play golf, and enjoying everything the South Carolina Lowcountry has to offer.

qode-eliptic-slider

Start A Conversation

We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.