Our Financial Advisory Team

Meet Our Financial Advisory Team

At the heart of our financial advisory service lies a fundamental belief: that financial guidance is about more than just numbers – it's about people. We understand that every individual and family has unique financial aspirations, challenges, and values. That's why we take a personalized approach to financial advising, built on a foundation of integrity, transparency, and consistent communication.

When you work with us, you can expect a collaborative process that begins with a deep understanding of your financial objectives, goals, and risk tolerance. We'll take the time to listen to your needs, answer your questions, and provide clear guidance every step of the way. By doing so, we'll work together to create a tailored financial strategy that not only helps you pursue your short-term goals but also aims to build a stronger financial future.

Our commitment to you is to provide more than just financial expertise – we offer a partnership that is grounded in empathy, integrity, and a genuine interest in your well-being. As your dedicated advisor, we'll be there to support you through life's ups and downs, helping you navigate complex financial decisions and stay focused on what matters most to you.

Michael Uvenio

Senior Vice President | Financial Advisor

With over 23 years of experience as a dedicated financial advisor, Michael Uvenio specializes in delivering personalized, strategic guidance across a broad spectrum of financial planning services. His areas of focus include wealth preservation strategies, business retirement plans, retirement income and planning strategies, and comprehensive investment management. Michael holds Series 7 and 63 securities licenses through LPL and is a licensed New York State Life Insurance Agent as well as a NYS Property and Casualty Broker. He studied Finance and Insurance at Stony Brook University.

Michael's extensive qualifications are matched by a long-standing commitment to helping clients navigate life's financial complexities with confidence and clarity. As an active member of the Financial Planning Association, he remains committed to ongoing professional development and ethical financial practice. He believes in building lasting relationships rooted in collaboration, integrity, and performance.

Beyond his professional work, Michael is deeply engaged in community service, donating time and support to various local and national organizations. These include Long Island Cares – The Harry Chapin Food Bank, Hope Reformed Baptist Church's outreach program, the American Cancer Society's Making Strides Walk, and the Wounded Warrior Project. His commitment to giving back to the community reflects his values and dedication to making a positive impact.

When not working with clients or volunteering, Michael enjoys spending quality time with his family, traveling, boating, and staying active. Through his personalized approach to financial planning and his commitment to community service, Michael Uvenio provides comprehensive financial guidance that strives to help clients pursue their unique goals and feel more confident and in control of their financial lives.

Ethan Lowman

Registered Client Service Associate

“Trust is built in the small moments of care.”

Ethan Lowman is driven by a passion for helping others navigate life's financial decisions. As a member of the Linsco Admin Solutions Team, he supports advisors and their clients, taking pride in providing clear, thoughtful service that contributes to the long-term success of the individuals and families they serve.

Ethan earned his degree in Financial Planning from the University of Georgia, where he also gained valuable experience working with the UGA Football Video Team—a role that honed his attention to detail and ability to perform under pressure. After graduating, he began his career in finance with LPL, first as an intern and then as a Client Service Associate. These early experiences provided a strong foundation in client operations and financial planning strategies, which he continues to build upon in his current role supporting advisor operations, onboarding, and client service.

Ethan and his wife, Isabelle, reside in Waycross, GA, where they enjoy spending time with friends and family, playing golf, and staying active in their church community.

Licensure & Higher Education:

•SIE, Series 7 & 66
•B.S. in Financial Planning, University of Georgia