Our Team

CERTIFIED FINANCIAL PLANNER™ Professionals – Fiduciaries Held to a Higher Standard

Several of the Sowa Financial Group advisors have earned the CERTIFIED FINANCIAL PLANNER™ professional designation, having completed a comprehensive course of study, focusing on financial planning principles and analysis. The SFG advisors have committed to the CFP Board’s Code of Ethics and Professional Responsibility, upholding the industry’s highest standards and principles.

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Donald J. Sowa, CFP®, AIF®

President, CERTIFIED FINANCIAL PLANNER™ Professional

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Don began in the financial services industry in 1986 working for a small firm out of Providence, RI. He set out to start his own venture in 1993, Sowa Financial Group. Soon after, he brought on some trusted colleagues, including Steven Beauvais, who shared in his vision for a higher standard of client service. Don knew early on that truly serving his clients’ best interests would require him to be independent. His aim was not to sell a particular financial product, but to ask, “Who is my client, and what are his/her needs?”

Don is President and founder of Sowa Financial Group, Inc., and is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), holding the Accredited Investment Fiduciary® (AIF®) certification. He has also served as President of the RI Institute of Certified Financial Planners (now known as the FPA). After office hours, Don continues to offer his financial insight as host of MoneyTalk, Southern New England’s longest running financial talk radio program.

Don earned his bachelor’s degree from Bryant University, and has taught as adjunct professor at Roger Williams School of Business. He has been mistaken in his younger years for NFL Quarterback, Bob Griese, and in more recent years for country star, Kenny Rogers. Don lives in Cumberland, RI with his wife Kathy, where he enjoys barbecuing by the pool with his four children and five grandchildren.

Don Sowa is proud to have been recognized as a President’s Club advisor for 2022—a distinction based on annual production that places him/her among the top 12 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Steven J. Beauvais

INVESTMENT ADVISOR

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Steve started his career in finance in the late 80’s, learning the ropes while working under one of the leading financial advisors in the state. When he was approached by Don Sowa to join his young firm, Steve recognized the opportunity. Now, after more than 30 years in business, Steve has helped Don grow Sowa Financial Group into one of the region’s most recognized and respected names in personal finance.

Steve has taken an active role in the finance community, previously serving as President and Chairman of the Board of the RI Institute of Certified Financial Planners (now known as the FPA), and co-hosting the MoneyTalk radio program alongside Don Sowa for over 25 years.

When he is not in the office, Steve can more than likely be found out on the lake, feeding his passion for boating and fishing. “Fishing, like investing, takes patience, strategy, and good instincts. Sometimes being out on the water puts everything in perspective.” – Steve Beauvais. Steve lives in Smithfield, RI, and is the proud grandfather of Kepler, Cora and Parker.

Donna Sowa Allard, CFP®, AIF®

VP, CERTIFIED FINANCIAL PLANNER™ Professional

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Growing up, Donna planned to become a teacher. However, after spending summers working in her father’s office, she realized that being an effective financial advisor was really about education - educating clients and empowering them to make good financial decisions.

Donna has been a member of the SFG team since 2006. She holds securities licenses through Commonwealth Financial Network®, along with Life Insurance and Long-Term Care Insurance licenses. Donna is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Accredited Investment Fiduciary® (AIF®) designation. She is certified to sell LTCi through the Corporation for Long-Term Care (CLTC). Complimenting her role as a financial educator, Donna co-hosts the weekly "Back to Basics" edition of the MoneyTalk Radio program.

Donna graduated with honors from Providence College with a degree in Finance. She is an active member with the local Financial Planning Association, and serves as a member of the board of directors. A native Rhode Islander, she lives in Cumberland, RI with her husband, Matthew, and three children, Connor, Grace and Joseph. When she isn’t working, Donna can be found as a proud parent, cheering on the sidelines of whatever sport is in season.

Nathan Beauvais, EA, CFP®, CIMA®

Enrolled Agent, CERTIFIED FINANCIAL PLANNER™ Professional, Certified Investment Management Analyst

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Nathan's passion for history was a driving force in his decision to follow in his father, Steven Beauvais’s footsteps and join the Sowa Financial Group advisory team. “The financial markets are largely driven on emotional reactions. Our ability to draw from the lessons of the past is one of our most important roles as advisors.”

Nathan is a CERTIFIED FINANCIAL PLANNER™ Professional, subject to the fiduciary standard of professional conduct. Nathan also holds the Enrolled Agent designation, demonstrating competence in investment related tax strategy, and a Certified Investment Management Analyst. He holds his Life Insurance producer’s license, and has been endorsed by the National Education Association as a Retirement Plan Specialist, serving their 403(B) Plan participants. Nathan is also a regular contributor on the MoneyTalk radio program, hosting a weekly feature on economic and financial history.

Nathan earned his Bachelor’s degree in Finance from Rhode Island College. Beyond his reputation as a diligent researcher, Nathan has been known as a crowd favorite on bass guitar for several different bands, as well as a gifted music teacher. He currently lives in Warwick with his two sons, Kepler and Parker.