Wojcik, Folk & McGeorge

Why choose our team?

At Wojcik, Folk & McGeorge, our approach is holistic and relationship-driven. Whether you’re planning for retirement, preserving wealth for future generations, or seeking sound investment strategies, we don’t just crunch the numbers — we listen. We prioritize your unique goals, crafting strategies that are as individual as your financial needs. We maintain a relaxed, yet professional environment where you can feel comfortable discussing your financial goals.

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Team photo for Wojcik, Folk & McGeorge
Team photo for Wojcik, Folk & McGeorge

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Advisors

Joseph Alan Wojcik

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Joseph Alan Wojcik's website

Jeremy Folk

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeremy Folk's website

Pat Rodgers

Financial Advisor

Visit Pat Rodgers's website

Nicholas Taviani

Financial Advisor

Visit Nicholas Taviani's website


Team

Sarah McGrath

Sarah McGrath

Administrative Assistant