Providing service from knowledgeable professionals who care.
Caring, compassionate, and committed to your purpose.
Denise Brock
Executive Assistant to Steven J. Schwartz, CFP®
Rachel DeNolf
Strategist Coordinator
Elizabeth Digby
Accounting Manager
David Hammack, CPA/PFS
Referral Partner
Maumee
Melanie Marks Hitchen
Wealth Adviser
Winchester
Morgan Mustafaga
Client Experience Ambassador
Katie Ott
Strategist Coordinator
Ron Rubin, ChFC®
Referral Partner
New York City
Joanna Serra
Assistant to Steven J. Schwartz, CFP®
David Sherman
Managing Director
St. Louis
Ben Stoddard
Marketing & Wealth Associate
Aaron Swiggum, CPA/PFS, CFE
Referral Partner
Maumee
Brian White
Graphic Designer
