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Our Team

Our Company

Bowles Financial Group offers all-encompassing services for our clients from financial planning to investment products. It is our goal to provide high levels of customer satisfaction because when our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Bowles Financial Group can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Bowles Financial Group aims to provide a continued education that will strengthen our working relationship.

Mike Bowles, CFP

CEO and Founder



Mike is a Certified Financial Planner® and is the Chief Investment Officer determining the asset allocation mix and selection of the managers used to implement our various strategies. Mike began his career in 1985 with a major Wall...

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Laurie Leonard

Client Services Manager



Laurie has been with Bowles Financial Group, Inc. since its inception in 2001 and serves as Client Services Manager. Laurie works to ensure clients have both a seamless transition to BFG, as well as a dedicated point of contact for...

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