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
Controller
David Hammack, CPA/PFS
Referral Partner
Maumee
Melanie Marks Hitchen
Wealth Adviser
Winchester
Chloe Lockshin
Client Experience Ambassador
Morgan Mustafaga
Strategist Coordinator
Katie Ott
Strategist Coordinator
Tammy Rasor
Client Experience Ambassador
Ron Rubin, ChFC®
Referral Partner
New York City
Joanna Serra
Assistant to Steven J. Schwartz, CFP®
David Sherman
Managing Director
St. Louis
Aaron Swiggum, CPA/PFS, CFE
Referral Partner
Maumee
Brian White
Graphic Designer
Mary Winkle
Client Experience Ambassador
