Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances
  • Christian Financial Strategies

Awards & recognition

  • Johnny A Kovalek, Five Star Wealth Manager, 2020-2024
  • Johnny A Kovalek, Ameriprise Client Experience Award, 2021

Community participation

  • Agape International Missions
  • Sacramento State Alumni Association Business Chapter
  • Nor Cal Services for deaf and hard of hearing
  • SPCA

Honored to receive recognition

We’re thrilled to announce that our colleague, John A. Kovalek, received a 2024 Five Star Wealth Manager award. Congratulations, John! Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!