Our Team

Our Team of Professionals

We assist both individuals and small business owners in making a smooth transition from wealth accumulation to retirement by optimizing their employer retirement plans, crunching the numbers in a comprehensive retirement plan, and maximizing their Social Security benefits.

Bluffton Investment Manager

Roy W. Sokolowski

President & Investment Manager

Company founder, Roy Sokolowski, brings over 30 years of direct portfolio management experience, perspective and market analysis to help shape his investment philosophy to serve his clients. As part of the recent company expansion, Roy is responsible for managing the WestView Investment Advisors branch office in Hilton Head, SC and looks forward to welcoming new clients.

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I am the founder of WestView Investment Advisors- an independent firm that I created to help clients define and achieve their goals. Most of our clients are successful business men and women, entrepreneurs and professionals who are great at what they do. However, they also recognize that they need someone whom they trust to help them with their financial lives. Our firm fills an important niche: a local, trusted financial advisor who is knowledgeable, professional, caring and provides great service. I take great pride in the relationships that we have with our clients and find the intersection of finance and service very rewarding.

I live in Sea Pines, on Hilton Head Island, SC with my wife and partner, Pat. Like so many others, we have been visiting Hilton Head for many years as vacationers before we decided to call the island our home. We have been actively joining in community activities since we moved here and you can often find me on the golf course or enjoying the local scenery at the beach club or Harbor Town.

Bluffton Financial Planner

Pat Sokolowski, CFP®

Vice President & Senior Financial Planner

As a member of the management team, Pat Sokolowski brings 20 years of experience working in the Registered Investment Advisory arena.  She is currently the Vice President of the firm and the Senior Financial Planner – a role that she thoroughly enjoys.

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I joined Roy at Westview Investment Advisors shortly after the company was established in 1998. I started as the Operations Manager, but my roles and responsibilities have grown throughout the years, including becoming a CERTIFIED FINANCIAL PLANNER™ in 2007. I am currently Vice President and the Senior Financial Planner for the firm.

Focusing on the planning side of the business allows me a fulfilling experience where I can focus on helping clients plan for their future while getting to know them on a deeply personal level which allows our company to provide an exceptional level of service for our clients.

I live in Sea Pines with my husband Roy. I love experiencing all Hilton Head has to offer- from the Heritage golf tournament in the spring to the Bluffton Art festival in the fall, you will often find me outdoors enjoying the Lowcountry lifestyle to fullest.

Investment Advisor Bluffton

Robert Sokolowski

Assistant Portfolio Manager & Financial Planner

Robert Sokolowski joined the Hilton Head Island team in 2017.  He is an Investment Advisor with the firm focusing on research and helping young professionals.  Robert passed the CERTIFIED FINANCIAL PLANNER™ exam in November 2018 after completing two years of coursework in various financial planning topics at Bryant University.

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I joined the Hilton Head Island team in 2017. I am currently an Investment Advisor with a focus on investment research and our Young Professional clients.

Prior to joining the Westview team, I worked in supply chain for Target Corporation. My last position was Production Controller where I was responsible for the day to day operations of a 1.6 million square foot distribution facility. Target was a great launching point for my career as I was able to learn how to manage people, coordinate teams, and drive financial performance. The experience also gave me insight into the functioning of large corporations.

I graduated from the University of Vermont with a BA in Economics and a concentration in finance. I am currently pursuing a CERTIFIED FINANCIAL PLANNER™ and have successfully passed the CFP® exam in November 2018. I also enjoy attending Hilton Head Island-Bluffton Chamber Young Professionals events to continue to develop and network with others in the Lowcountry community.

My wife Jenn and I have a hobby farm with a dog and 3 horses and you can always find us outside either working around the farm or golfing!

Financial Planner Bluffton

Jennifer Sokolowski

Relationship Manager & Financial Planner

Jennifer Sokolowski joined the Hilton Head Island team in 2017.  She is an Investment Advisor focusing on helping younger clients in the wealth accumulation phase.  She comes to the firm with six years of experience in increasingly responsible management positions working for one of the nation’s largest retailers. In addition to her educational background in Business Administration. She completed coursework for the CERTIFIED FINANCIAL PLANNER™ designation through Bryant University in 2017 and passed the CFP® exam in November 2018.

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I joined Westview in 2017 after a successful 6-year career with one of the largest retailers in the nation. I am an Investment Advisor with a focus on operations and helping Young Professional clients achieve their financial goals.

After graduating from the University of Vermont with a BA in Business Administration, I headed south for better weather and expanded career opportunities. I held a variety of positions with Target Corporation including two years as a Property Management Business Partner where I oversaw the facilities management for 23 stores in the Dallas-Fort Worth area.

I started pursuing a CERTIFIED FINANCIAL PLANNER™ designation in 2016 and moved to the Lowcountry in 2017. I am active in the Hilton Head Island-Bluffton Chamber of Commerce Young Professionals and have found it a great way to build relationships with others throughout the HHI/Bluffton area.

I live in Ridgeland with my husband Robert, our rescue dog Kylie, and our three horses. When I’m not working you can find me outside riding horses, learning to play golf, and enjoying everything the South Carolina Lowcountry has to offer.


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We are a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be.