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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Cathy Grenon

Office Manager

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Cathy is the Office Manager for our firm. With over 20 years of experience in the industry, Cathy is dedicated to serving clients quickly and efficiently with a personal touch. She has 3 children, two sons and 1 daughter, and 4...

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Joe Tomkiewicz, CFP®


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Joe is the President of Sierra Financial Advisory, Inc. He received a Bachelor’s Degree in History from Stanford University in 1987 followed by a Master’s Degree in physical therapy from the University of Southern...

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Michael Tomkiewicz, MA, CFP®

Registered Investment Advisory Representative

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Michael is a Registered Investment Advisory Representative for Sierra Financial Advisory, Inc. He received his Bachelor of Arts from Azusa Pacific University in 2015, graduating Magna Cum Laude. In 2018, he received his MA from Western...

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