Our Management Team
Jim Bukowsky, MBA, BSBA, CRPC.
President / Investment Advisor
I am motivated by giving each client a more personal experience when it comes to managing an individual’s financial wellbeing. That is why I choose to be an independent Financial Advisor. I work closely with every client to enhance...
Tara Bukowsky, RN, BSN, CCM.
RN Intake - VP Operations
Tara Bukowsky ~ RN Intake - VP 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...