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Our
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Mark A Gombita
| Managing Partner |
Mark A Gombita is a Certified Financial Planner™ professional with a decade long track record of leading clients to their version of success while operating under the CFP® Board’s Fiduciary Code of Ethics. Mark advises business owners, executives, professionals, non-profits, and multigenerational families through his firm belief the best success stories begin with financial strategy. He takes pride in identifying a web of different options and finding the optimal path to synchronizing brokerage, banking, and credit. He hones industry experience from Vanguard and Merrill Lynch and holds the Certified Plan Fiduciary Advisor® designation and the Certified Exit Planning Advisor® certificate. His core competencies include retirement planning, estate planning, tax efficiency, risk analysis, communication, and integrity.
Mark and his wife Julia currently reside in the Italian Market in Philadelphia. In his free time, he enjoys cooking, traveling, golfing, scuba diving, playing soccer, and spending time with his loved ones.
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Tim Lapowsky
| Managing partner |
Tim Lapowsky is a Financial Advisor based in the Greater Philadelphia area. He offers a goals-based wealth management approach to his clients, beginning with getting to know them on a personal level. He believes this is crucial to understanding their goals and what matters most in their lives. With this knowledge, he creates individualized financial plans to help his clients achieve those goals.
Tim holds the Chartered Retirement Planning Counselor (CRPC®) designation, along with the Certified Exit Planning Advisor (CEPA®) certification. Prior to joining Cloverly, he enjoyed a 10-year career at Bank of America/Merrill Lynch.
A native of the Philadelphia area, Tim attended La Salle College High School before earning his bachelor’s degree from the University of Scranton. After graduating, he obtained a master’s degree in Education from West Chester University of Pennsylvania, specializing in Secondary School Counseling. His training in counseling and psychology is instrumental to his practice and plays a key role in his work as a Financial Advisor.
Tim lives in Lafayette Hill with his wife, Rosie, and their children, Beau and Noa. He is an avid fan of Philadelphia sports and enjoys playing golf and padel, as well as spending time in the Poconos during his free time.
Ashlee Kozak
| Director of client services |
Ashlee is a graduate of West Virginia University and has worked in the financial services industry since 2018. She is responsible for managing the day to day client experience. Her primary goal is to enhance all interactions by specializing in wires and money movement, account opening procedures, and transfers. She strives to create a positive, streamlined experience for clients during and after transition, and finds her greatest fulfillment in creating the white glove feel for our clients.
In her free time she enjoys taking spin classes, spending time with her friends and family, and trying new restaurants.
Sean Coyle
| partner |
Sean is a Bucks and Montgomery County native who grew up in Chalfont and attended Germantown Academy. Prior to his time at MSFS, he served as a Business Valuation Consultant for a global accounting consulting firm, where he worked closely with business owners and private investors to determine the value of private securities. Prior to his time in financial services, Sean enjoyed an 8-year professional baseball career playing in the Red Sox, Angels, and Orioles organizations. When he’s not in the office, you can find Sean spending time with his family in Chestnut Hill, coaching local baseball, playing golf and padel, or enjoying the sun in Ocean City, Maryland.
