Your values, our priority.
We develop a deep personal understanding of your needs, goals, fears, and values to craft a plan that goes beyond investing and touches on all aspects of life that are truly important to you.
Donna Sowa Allard, CFP®, AIF®
President, CERTIFIED FINANCIAL PLANNER® Professional
Donna Sowa Allard is President of Sowa Financial Group, Inc. Since joining her father’s firm in 2006, she has focused on providing comprehensive, personalized financial planning and investment strategies to individuals, executives and small business owners.
Donna strives to help her clients gain clarity about their finances and provide a path that leads them to reaching their financial goals for themselves and their loved ones. Donna loves problem solving- whether it’s creating a plan to ensure clients don’t outlive their money, or a strategy that provides a legacy for their family, Donna guides her clients to use their resources to benefit the people and causes they value most.
A lifelong Rhode Islander, Donna is an alum of St. Raphael Academy and Providence College where she graduated with honors and a BS in Finance. She holds the designations of CERTIFIED FINANCIAL PLANNER® Professional, Accredited Investment Fiduciary®, and CLTC along with FINRA and Insurance licenses. Donna is a longtime member of the Financial Planning Association, where she has served in leadership roles both locally and nationally.
Donna lives in Cumberland and spends her free time with her husband as a dedicated sports mom, cheering on her three children from the sidelines.
Donna earned the Five Star Wealth Manager Award in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 12/2023 based on data gathered within 12 months preceding the issue date. 703 advisors were considered, 120 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit www.fivestarprofessional.com.
Nathan Beauvais, CFP®, CIMA®, CPWA®
CERTIFIED FINANCIAL PLANNER® Professional
Nathan often compares his life to a triangle: in one corner is his career, in another is his band, and finally, there are the people he loves. After graduating from Bishop Hendricken High School, he first pursued a music career, 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® in the summer of 2018 and more recently a Certified Investment Management Analyst® in 2022. He has served as president of the Financial Planning Association of RI, where he provides pro bono financial planning services to members of the community.
Nathan has been instrumental in driving the evolution of Sowa Financial Group, serving on the investment committee and managing the firm’s investment models. 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 feature 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 Lincoln where he lives with his fiancé, Jenna, and their three sons. Jenna sings and plays trumpet in Funky Submarine.
Nathan earned the Five Star Wealth Manager Award in 2021, 2022, 2023, and 2024.
2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 12/2023 based on data gathered within 12 months preceding the issue date. 703 advisors were considered, 120 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit www.fivestarprofessional.com.
Steven J. Beauvais
Investment Advisor
Steve started his career in finance in the late 80s, 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 Financial Planning Association of RI, and co-hosting the MoneyTalk radio program alongside Don, Donna and his son Nathan for over 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, Parker, Cora, Tilly, and Hazel.
Steve earned the Five Star Wealth Manager Award in 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 12/2023 based on data gathered within 12 months preceding the issue date. 703 advisors were considered, 120 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit www.fivestarprofessional.com.
Daniel Sowa
VP, Managing Partner, CCO
Daniel is a financial services management professional, and presently a VP and Managing Partner at Sowa Financial Group in Lincoln, RI. After earning his MBA from Bryant University, Daniel aimed to follow in his father's footsteps and pursued a career in finance, taking on securities sales roles at Fidelity and Putnam Investments. Recognizing his passion for managing teams, Daniel pivoted to the banking world where he worked as a branch manager at a local bank in RI.
When he was approached by his sister to help her run the family business so she could focus on their growing client base, Daniel seized the opportunity to leverage his management experience and investment industry knowledge to contribute to his father's operation. With his focus on building a culture of compliance, leveraging technology to improve operational efficiencies, and enhancing the end-to-end client experience, Daniel has helped to usher in a new era of growth for Sowa Financial Group.
Presently, he oversees their operations, marketing, HR and accounting, and serves as the firm’s Chief Compliance Officer. He also co-hosts the Financial Context podcast with Nathan Beauvais where they examine how events in financial history relate to our world today. A devoted husband and father of three, Daniel spends his time away from the office in Cumberland with his boys playing baseball and soccer and seeking the next outdoor adventure.
Wendy Fiola
Client Service Manager
Wendy has spent the past three decades serving as right hand to Don and his daughter Donna, supporting the firm from the startup days, through three recessions, and every success and challenge Sowa Financial Group has faced along the way. She has served over 1000 clients and has been the centerpiece of many of the firm's longest relationships.
Wendy has been pivotal in facilitating the transition to the next generation of Sowa Financial Group leadership, allowing Donna and the rest of the advisory team to drive the company forward and carry on Don’s mission. She serves as the firm’s main contact for clients, handling all client service functions from onboarding to daily needs.
When she’s not in the office, Wendy is spending time with her family in Dighton MA, keeping up with her grandchildren.
Donald J. Sowa, CFP®
Founder (Retired 2024)
Don Sowa recalls how much he always enjoyed getting to know people and helping them find solutions to their needs but felt that in his early years as an insurance agent, his ability to make a real, sustained impact on their wellbeing was limited. When he learned that there was a budding profession that would allow him to partner with people and play a meaningful role at each stage of their retirement journey, he knew he had found his path. Sowa Financial Group was born out of an acknowledgement that the financial services industry needed a place for those seeking straightforward, impartial financial advice from someone willing to put in the time needed to earn their trust. Don always aimed to take the mystery out of investing, using clear and simple language to help investors gain confidence through knowledge, and achieve greater control over their financial lives.
Family has always been at the center of the firm's mission, helping clients build and preserve their wealth not only for their benefit, but for that of their family legacy. Since retiring in 2024, Don has shifted his focus to his own legacy, enjoying more family time by the pool and vacationing in Cape Cod with his biggest fans, his 6 grandchildren and great granddaughter.
Donald earned the Five Star Wealth Manager Award in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 12/2023 based on data gathered within 12 months preceding the issue date. 703 advisors were considered, 120 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit www.fivestarprofessional.com.
