I’ve been drawn to tax and finance since childhood—my work life, by my own reflection, began at age ten, when I helped my CPA father file and staple tax returns. While most kids in the 1980s weren’t learning spreadsheets, I built a foundation with Lotus 1-2-3, which sparked an early and lasting interest in computers and technology.
After finishing school, I moved to Connecticut, where I explored professional paths in photography, direct marketing, and web and graphic design. Eventually, I returned to my home state to pursue what I considered my calling: becoming a tax, accounting, and financial professional. I spent years studying tax law and earning my credential as an Enrolled Agent. I have also passed the licensing examinations for Life and Health insurance, the Securities Industry Essentials (SIE), and the FINRA Series 7, 63, and 66 registrations.
Our family’s company (Nakowicz Financial Services) began in 1997 in a rented office on Warwick Avenue and has grown substantially since. In 2010, we purchased our current location—a 3,200-square-foot building from which we operate today. In 2018, I became the business’s sole owner. It’s where our mission has always been to help families achieve success.
Beyond my professional life, I am an Eagle Scout (1996) and remain actively involved in Scouting alongside my children, Harrison (15) and Avery (11). Whether camping, hiking, or teaching them outdoor skills, I spend much of my time in the outdoors. Our family’s enthusiasm for Halloween is year-round, and it has inspired my son’s aspirations in the movie and theater industries. Avery is also pursuing competitive figure skating with the Warwick Synchro Team.
Focus Areas: Individual and Business Tax Efficiency; Estate Preservation Planning; Life Insurance; Retirement Planning; Registered Representative and Investment Advisor Representative.