Our Management Team
Jim Bukowsky, MBA, BSBA, CRPC.
President / Financial Advisor
I am motivated by a deeply personal experience when it comes to managing a person's financial well being. That is why I choose to be an independent Financial Advisor. The "one size fits all" approach to money management is antiquated...
Tara Bukowsky, RN, BSN, CCM.
Vice President of Operations
Tara Bukowsky ~ Vice President of Operations "I have the privilege of enjoying a multi functional role within the company. In addition to overseeing business operations, I also assist clients with their life needs for insurance. We...
Kristina Short, BSBA
Director of Client Services
"As Director of Client Services, my role here at SMI is both rewarding and exciting. I enjoy the personal, face to face interaction that I have with clients and assisting Jim as he works to help them meet their investment and...