Firm Overview
Candid Financial Advice With Zero Pretense
Your financial priorities are shaped by more than your age or profession; they’re informed by the life you’ve built and the people who count on you. We look beyond your balance sheet to learn about your life, your business, your family, and what you want your legacy to be. Then we get to work, creating a strategy that brings all the pieces of your financial life together.
Growing up along the Jersey Shore, we learned the value of working hard and looking out for the people around you. When we say we treat clients like family, we mean it. And we show it by giving clear, straightforward advice so you always know where you stand.
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Meet Our Team
Experience You Can
Count On
Brett Mower
Managing Partner, Wealth Advisor
Brett began his financial career in 1995, working in investment banking and international institutional sales before transitioning to private wealth management in 2003.
As a graduate of Loyola College, Brett holds Series 7, 63, and 65 registrations through LPL Financial, plus a life insurance license.
Raised in Ocean City, Brett maintains a lifelong connection to the shore and enjoys spending time on the water. When on dry land, you might find him golfing, skiing, or doing reps at the gym. He is a devoted dad to Vienna, Hudson, and Marlow, as well as the family dog, George Bailey. To support his community, Brett is active in his local church and Little League baseball while also contributing to the Ronald McDonald House, the Chip Miller Amyloidosis Foundation, and the J. Wood Platt Caddie Scholarship Trust.
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Timothy Gallagher
Managing Partner, Wealth Advisor
With more than 25 years of financial experience, Tim has for an unwavering commitment to his clients and a clear, disciplined approach to planning. His greatest joys are watching families hit their financial milestones and mentoring the next generation of advisors.
Tim went to The College of William & Mary on a Division I athletic scholarship and became an All-American wrestler. He holds Series 7 and 66 registrations through LPL Financial.
Raised in Sea Isle City, Tim now lives in Haddonfield with his wife, Meredith, and their two daughters, Claire and Mae. The Jersey Shore has always been a big part of Tim's life, so when the weather cooperates, he'll take his surfboard out or just relax on the sand with family and friends. He's a regular on the Tavistock Country Club golf course and gives back by supporting local charities and school sports.
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Aidan Fegley
Wealth Manager Assistant, Investment Assistant
Entering the financial world immediately after college, Aidan assists financial advisors in helping clients translate their goals into actionable strategies. He is passionate about financial education, believing people make more confident decisions when they understand how each piece of their financial picture fits together.
As a graduate of Drexel University, Aidan holds Series 7 and 66 registrations through LPL Financial, plus life and health insurance licenses.
Aidan grew up in Haddon Township and now lives in Haddon Heights with his two cats, Gus and Nico. In his free time, he works on his golf swing, takes every opportunity to snowboard, and keeps up with the latest movies.
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Kelly Filipkowski
Office Manager
Kelly began her financial services career in 1981 with Wertheim Schroders as an administrative assistant. In 2017 she joined the Mower Gallagher Wealth Management team in the Philadelphia branch office. She received her financial licenses in 1995. In her spare time, Kelly enjoys reading, cooking and spending time with her family. She was born and raised in Southwest Philadelphia until she met her husband Ralph and now resides in Haddonfield NJ since 1985.
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