About Us

Your Partner in Building Financial Security

Working with POWWOW means
you come first

Taking control of your finances means so much more than managing investments and creating portfolios. In fact, investments are simply the tool to accomplish your plans and create a legacy. Doesn’t it make sense to start the process by defining and prioritizing what’s most important in your life? Knowing where you’re headed and understanding how to get there empowers you to make better decisions and be confident in your direction, which is a pretty great feeling.

Whether it’s having us confirm and critique a path you’ve started or needing guidance on a completely new venture, POWWOW is here to help. When it’s time to implement plan recommendations Quentara is happy to guide and participate in the process to make sure your best interests are being met.

What to expect as a client?

About Quentara Costa

In a nutshell

With 15+ years of experience, I have worked with clients of all varieties. From those in debt to founders of public corporations. Occupational observation: no single approach works for everyone! My mission is to answer your questions in a way that makes you feel confident to push past self-doubt. Whether our meetings require getting into the details of a cash flow report, looking at colorful before and after charts, or simply brainstorming ideas – I have you covered. 

Apart from office work, I enjoy working within the community to provide financial literacy and guidance. In 2016 I created the Facebook group “Merrimack Valley Seniors and Caregivers.” This is a dedicated forum for local families and professionals to problem-solve, share resources, and learn about upcoming events. Please join if you feel you can benefit by receiving support and connecting with others. Over the last few years, I’ve also been invited to create presentations and speak on a wide range of topics, including financial planning fundamentals, women in the workplace, and elder care planning. Looking forward, I’ll serve my third year on the North Andover Council on Aging, which will play a large part in the development of the town’s new senior center!

On evenings and weekends I am likely listening to an audiobook, taking my family for a walk, and sampling take-out cuisine from a favorite restaurant. Despite almost always being home, I do my best to recharge my batteries in Upstate NY, Disney, or beyond (most recently Spain & Portugal!)

For more information on my education and career path, connect with me on LinkedIn

About GeoWealth
Investment Management Services North Andover

Our firm has allied with GeoWealth, an SEC-registered investment advisor, to provide investment management services to our clients. These services include portfolio construction, trading and rebalancing, account administration, performance reporting, and billing.

Partnering with GeoWeath’s portfolio management specialists allows Quentara to focus on clients’ planning needs. Powwow selected GeoWealth, formally First Ascent Asset Management, because of the team’s experience, the depth of their capabilities, and the objectivity of their advice. While Quentara works with various members of the team to ensure top notch client service, here is the who’s who of their investment commitee:


Patrick Krulik, CFA: As Chief Investment Officer of GeoWealth and Chairman of its Investment Committee, he is responsible for the management of GeoWealth’s investment department, its portfolios, its research activities, and its investment committee. He has nearly 20 years of experience where he was involved in discretionary portfolio management, development of asset allocation strategies, managed due diligence and selection, new product design, and advisor consulting.

Ivo Ivanov, CFA & CIPM: Ivo has long tenure with GeoWealth, having joined the company in 2011. His current role as Head of Investment Research has him supporting the investment program through data analytics and quantitative research. Prior experiences include: serving as a Director at TD Ameritrade; as the Chief Portfolio Manager for Amerivest;  and as Vice President and Director of Research at Bear Stearns Asset Management.

Jennifer Wing, MBA: As head of the Investment Solutions team, she is responsible for delivering on the broad range of investment needs of clients, ensuring the platform offers access, flexibility, and investment expertise. In this role, Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management. She earned her MBA from The Wharton School at University of Pennsylvania.

Scott MacKillop, JD, Founder and CEO of First Ascent Asset Management: He is an Ambassador for the Institute for the Fiduciary Standard and an award-winning author who has written over 200 articles and papers on topics of interest to financial advisors. Mr. MacKillop brings the unique experience of having served as leader of five firms that provided outsourced portfolio management services to financial advisors. He started his career as an attorney in Washington, DC practicing securities and ERISA law.

Clifford Schoeman, EVP, Chief Product Officer

Stoyan Illiev, Investment Research Associate

Charles Staples, Investment Solutions Manager

Josh Smith, Portfolio Manager Associate