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.
Robert Sokolowski joined the Metis team in 2017 and purchased the firm in 2022. Robert became a CERTIFIED FINANCIAL PLANNER™ in 2020 after completing two years of coursework in various financial planning topics at Bryant University.
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!
Jenn Sokolowski joined Metis Wealth in 2017 and purchased the firm in 2022. She focuses on Financial Planning and managing client relationships. 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 is a CERTIFIED FINANCIAL PLANNER™.
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 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, playing golf, and enjoying everything the South Carolina Lowcountry has to offer.
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.