Who We Are

Get to Know Your Team

RowanOak Private Wealth Counsel is a team of like minded professionals utilizing traditional and non-traditional
planning strategies to provide financial comfort to individuals and families.

  • Paul Rowan Executive Director Private Client Group
    Senior Investment Advisor
    HollisWealth®, a division of Industrial Alliance Securities Inc.
    Insurance Advisor
    Hollis Insurance Inc.
  • Tracy Rowan Licensed Sales Assistant
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Danielle Chvedukas Associate Investment Advisor
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Alex Tavolacci Administrative Assistant
    HollisWealth®, a division of Industrial Alliance Securities Inc.
  • Jeanette Dunne Administrative Associate
    HollisWealth®, a division of Industrial Alliance Securities Inc.