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.

Click on the image or text to learn more about our advisors

Donald J. Sowa, CFP®, AIF®

President, CERTIFIED FINANCIAL PLANNER™ Professional

[email protected]

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 six 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 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

[email protected]

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 hosting the MoneyTalk radio program alongside Don Sowa for 30 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

[email protected]

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 hosts the MoneyTalk Radio program three night a week on WPRO.

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, CFP®, CIMA®

CERTIFIED FINANCIAL PLANNER™ Professional, Certified Investment Management Analyst

[email protected]

Nathan often compares his life to a triangle: in one corner is his career, in another is his band and lastly are the people he loves. After graduating from Bishop Hendricken High School, he first perused a career in music teaching music lessons for 10 years while playing in several local bands and attending Rhode Island College for music performance. Later, he changed majors graduating with a bachelor’s in finance. Nathan became a CERTIFIED FINANCIAL PLANNER™ Professional in the summer of 2018 and more recently a Certified Investment Management Analyst® in 2022. He has been a regular contributor to the MoneyTalk radio show since 2016 hosting the program Tuesday through Friday night. Every Wednesday evening, he produces a segment on financial and economic history. He also produces a monthly podcast called Financial Context which focuses on his passion for history.

In his spare time Nathan runs a band called Funky Submarine which plays music written by The Beatles – but in ways you wouldn’t expect. The group is known for its funky grooves and jazzy harmonies which features a horn section and vocals. You can learn more about the band at www.funkysubmarine.com.

When Nathan isn’t at the office or playing his bass guitar he can usually be found at his home in West Warwick where he lives with his two sons Kepler and Parker. He maintains a wonderful co-parenting relationship with his ex-wife Heather and loves to spend time with his girlfriend Jenna and her son Michael. Jenna sings and plays trumpet in Funky Submarine.