Shawn Glogowski, CFP®, EA
Principal & Chief Compliance Officer
Shawn C. Glogowski, CFP® is a principal in the firm and is also GCW Capital Group’s Chief Compliance Officer. Shawn is responsible for helping clients create, implement, and monitor their comprehensive financial plans. Shawn is passionate about the planning process and spends his time educating clients on investment, tax, retirement, and estate strategies to meet their needs.
Shawn is a CERTIFIED FINANCIAL PLANNER™ practitioner, and he holds a Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Chartered Life Underwriter (CLU) designations with The American College. Shawn is also an Enrolled Agent with the IRS which allows him to represent taxpayers before the Internal Revenue Service.
In addition to his practice, Shawn currently conducts seminars in the Western New York area on various topics in financial planning, including investments, retirement & estate planning. He is involved in the Financial Planning Association (FPA) and Financial Planning Counselors of WNY.
Shawn is a past President of the Rotary Club of the Tonawandas, enjoys golf, running, and is an avid SCUBA diver and Buffalo Sabres fan. He lives in the Buffalo, NY area with his wife, Sarah and two daughters, Addison & Olivia.
Reach Shawn at: email@example.com
Thomas Waring Jr., MSFS, CLU, ChFC
Tom has been active in the financial services industry since 1982 and is the founder of Waring Financial Group and co-founder of GCW Capital Group and GCW Capital, LLC. He focuses on serving closely held family businesses, key executives and high net worth individuals.
Tom provides his clients with holistic business and personal financial planning including business succession planning, estate analysis, insurance planning, investment solutions, selective key employee and employer benefits and charitable giving.
Tom is also CEO of Family & Business Directions, LLC, a consulting business established in 2010 to help business owners and families to successfully develop “Family Wealth” sustainability. He also serves as a Director and Human Resources & Compensation Chair of Evans Bank. Tom resides in Hamburg, New York.
Reach Tom at: firstname.lastname@example.org
New business coordinator - Gcw capital
Janine joined the firm in June of 2012. Since her arrival, she has provided the firm with professionalism and superior effort in all of her duties. She was an integral part of a long-term conversion project where her input and expertise helped streamline the digital imaging process.
In January of 2014, Janine transitioned to the role of primary administrative assistant in addition to her duties on the paperless project. Janine has a keen eye for detail and strives to provide the perfect client experience each day.
Janine is a past Eden Central School District PTA Building Coordinator and the Event Coordinator for Cub Scout Pack 603. She received certification from Microsoft in 2012 for her proficiency in Microsoft Office software.
Janine enjoys staying active and volunteering in her community. Janine lives in Eden, New York with her husband Michael and their two sons, Jared & Joshua.
Reach Janine at: email@example.com
Angela Hall, MBA, CFP
Senior Financial Advisor
Angela has worked in the financial services industry since 2007. As a Certified Financial Planner ® Angela provides a personal approach to creating a comprehensive wealth strategy, with a focus on working with individuals, professionals and business owners in developing and implementing financial plans. Her role at the firm includes being part of the investment committee, she is also a senior financial planner and is leading the 401k/retirement plan business.
Angela earned her bachelor of science from SUNY Fredonia, Masters in Business Administration from Canisius College and Certificate of Financial Planning from Bryant University.
Angela’s passion is serving her community through organizations such as the Junior League of Buffalo and the Lothlorien Therapeutic Riding Center in East Aurora. She has previously served as a board member for the West Seneca Chamber of Commerce, Batavia area Jaycees, Buffalo Arts Studio and WNYBA
Reach Angela at: firstname.lastname@example.org
ASSOCIATE - INVESTMENT MANAGEMENT
Angelo joined GCW Capital Group in May of 2019 as part of our successful and long-running intern program. He has been involved in finance since 2017 and is currently taking
steps to become a Certified Financial Analyst.
Angelo’s responsibilities within the Company include assisting in portfolio implementation, providing due diligence on investments and running reports to monitor asset allocation targets with in client accounts on a daily basis.
Angelo earned his Bachelor’s Degree in Business Administration and will receive his
Master’s Degree Degree in Finance, both from the University of Buffalo.
Angelo was born and raised in West Seneca. He enjoys cheering on the Bills and Sabres,
playing basketball, frisbee golf and working on his car.
Reach Angelo at: email@example.com