WE ARE A BOUTIQUE OFFICE DEDICATED TO HELPING BUSY PROFESSIONALS, FAMILIES AND BUSINESSES SECURE THEIR FINANCIAL FUTURES
Our comprehensive services deliver full-scope, dynamic fiscal plans that evolve as life does.
We adhere to the highest level of professional standards put forward by the Certified Financial Planner Board of Standards, Inc.
THE MOST IMPORTANT PART OF OUR WORK IS EARNING CLIENTS' TRUST TO BUILD ONGOING RELATIONSHIPS THAT SPAN GENERATIONS.
ABOUT US // who we are
Bowline Wealth Management was launched as a division of Northeastern Financial Consultants, Inc. in 2018 to better serve the firm's growing number of southern-based clients from its Charleston area location. Our company has been providing comprehensive wealth management services to clients nationwide since 1982. We are a fee-only financial planning firm with dual offices in South Carolina and Pennsylvania.
Our approach to wealth management delves into more than just the financial aspect of a client’s life – as we meld physical, familial, charitable considerations (and more) to construct a full in-depth fiscal life strategy. The dynamic nature of Bowline's planning and ongoing monitoring gives our clients confidence that their financial future is secure.
Our process is built on mutual responsibility shared by the client and the advisor. The nature of our work is inherently sensitive, you can expect an advisor who works passionately, investigates diligently and communicates frankly. We ask our clients to strive for the same. Our most successful relationships are highlighted by clients that are actively engaged and accountable to the process.
Clients hail from all different lifestyles and come to us with a wide range of investable assets. We live in a dynamic world, something Bowline values and embraces, traveling to you when a face-to-face meeting is prudent, otherwise tapping the technology of today for ongoing communication.
EXECUTIVE PROFILE // bio
After earning his undergraduate degree from Villanova University, Kristofer pursued a Master of Business Administration from the Fox School of Business and Juris Doctor from the James E. Beasley School of Law at Temple University in Philadelphia, Pennsylvania.
His early professional experience as an attorney handling trusts and estates, advising start-ups, monitoring corporate issues from cash flow to compliance and managing tax matters formed the sound foundation that inspired him to dedicate his career exclusively to financial planning in 2003.
He joined Northeastern Financial Consultants, Inc. as the firm's senior financial advisor in 2007, acquired ownership of the business in 2017 and expanded to launch Bowline Wealth Management in 2018. As president and CEO, Kris continues to personally manage all client portfolios and provide planning services as he has for over a decade — caring for each of his clients as he would a loved one.
Kris understands that the key to successful financial planning is crafting an objective strategy that is in a client's best interest, while being sensitive to all factors that make each scenario unique. Clients consistently compliment his ability to discuss complex financial topics in a straightforward manner.
Kristofer T. Harrison, JD, CFP®
President and CEO
An indelible mark of growing up as a firefighter, EMT and police officer, Kris brings a sleeves-rolled-up attitude to every task at hand - and quite literally, his days of cuff links and neckties are long retired. An Eagle Scout originally from Berwick, Pennsylvania, Kris most enjoys spending his free time coaching lacrosse, playing tennis or exploring Charleston's waterways by boat with his wife and three children.
CERTIFICATIONS // accolades
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CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
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Licensed Attorney (PA & NJ)
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Top 40 Under Forty in Northeastern PA (2010)
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The Heritage Institute's Leadership Award (2007)
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Mary A. Roginski
Paraplanner
PROFESSIONAL PROFILE // bio
An experienced paraplanner with a background in math education, Mary's professional passion lies deeply rooted in both numbers and client relations. Her demonstrated talents in the industry are a direct result of past roles working as an Insurance Agent Assistant, Financial Planning Assistant, Office Administrator and Associate Financial Advisor since 1989. Mary joined Northeastern Financial Consultants in 2011 and continues to play an integral role in managing the firm's day-to-day operations while helping clients understand their financial portfolios.
A green-thumb and lifelong resident of Sweet Valley, Pennsylvania, Mary can be found designing and maintaining her impressive vegetable and flower gardens along with shopping for antiques or collectible carousel and rocking horses. Most recently she joined the Wyoming Valley Lady Striders and completed their “Couch to 5K” program.
Mary holds a BS in Secondary Mathematics Education from Marywood College in Scranton, Pennsylvania and later earned her Paraplanner Designation from the College for Financial Planning.
CERTIFICATIONS // accolades
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Series 7, Series 63 & Series 65 Licenses
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PA Life Insurance & Variable Annuity License