Investment Advisor Representative

Phone: 269-781-7199
Fax: 269-781-7299
Mobile: 269-288-2606

jpawlowicz@vantagepointefinancial.com

Philosophy

I am an outgoing individual and love when I receive great service so I strive to be the best resource a client could ask for. I make myself available after hours because I know how hectic schedules can be and I am patient to ensure clients have their questions answered to their satisfaction.

Mission Statement

A commitment to continuing education in my profession so clients are consistently receiving objective options that help them reach their goals. This is done by following a unique process to identify relevant data points and reviewing each individual case with our unique capabilities team to formulate a comprehensive strategy with alternate options. Clients are part of the process and participate in executing the strategy that will help them to reach their individual goals.

Commitment Statement

All clients I work with may agree to meet with me on a quarterly basis and this commitment can be extended to an annual review. I generally will not allow any contact to be extended beyond an annual review. Valued clients are those that recognize the importance of these reviews.

Professional Services

We answer questions and find solutions for the questions individuals, families and businesses have in today's volatile marketplace.

• How much should I be saving?
• Could my investments be doing better?
• How do I help protect my assets for my children?
• Do I have the right coverage in place for my business?
• What am I not asking that I should be aware?

Professional Qualifications

• MBA from the Kellstadt Graduate School of Business, DePaul University in Chicago with honors.
• B.S., Miami University in Oxford, Ohio
• Licensed and trained to help provide investments and insurance guidance while helping keep the client's interest as my primary concern

Personal Information

Born and raised in Western PA, cheering for the Pittsburgh Steelers. My professional background includes over twelve years of B2B technology sales and consulting to Fortune 500 companies. I have worked for large corporations valued over $2.1 billion, midsize companies that grew to over $250 million, and startup companies that struggled to find investment funding during the aftermath of the tech bubble. I understand the demands and benefits of the various business ownership environments and the variety of benefits that are available. I have traveled extensively throughout my career collaborating with clients in twenty five states and most of the major cities in the United States. This makes me appreciate different personalities and talents amongst people.

I lived twelve years in Chicago where I met my wonderful wife until we recently located to Southwest Michigan to raise our three children. I believe in a strong balance between family and work and subscribe to the belief that life is a marathon and not a sprint. Education is a vital part of my heritage and current practice. I strive to be ahead on the best ideas and most appropriate and suitable products for my clients. I believe that the value of education is in the satisfaction of achieving your goals and being able to be a betterment to the community and my clients. I volunteer my time with the The First Tee of Battle Creek and Junior Achievement of Southwest Michigan. I look forward to the opportunity to demonstrate my appreciation for each of the clients that I serve.