Work with experienced professionals holding graduate degrees.
Our Clients need versatility from their financial advisor. We specialize in
people and no two people are alike. Since our product is really our thinking,
we recognize the need to employ smart people with broad educational backgrounds
and a wide range of interests.
 Steven Schwartz,
our company founder, spent more than 20 years as a tax partner in regional
public accounting as a foundation to his work as a personal financial planner.
Steve is a graduate of Franklin and Marshall College and the University of
Pittsburgh School of Law. He is a C.P.A., J.D., and is recognized as a Personal
Financial Specialist by the American Institute of Certified Public Accountants.
He is also a registered member of the National
Association of Personal Financial Advisors, the gold standard in financial
planning service delivery. Steve is also recognized as a Five Star Advisor by
the Paladin Registry.
 Jamie Block,
our tax and planning associate, also began her career in public accounting and
is a C.P.A. The breadth of Jamie's interests and the level of her education
speaks to the range of our thinking. Jamie is a graduate of Cornell University
in Animal Science and holds an M.B.A. in Finance from the University of
Rochester Simon School of Business and Management. Jamie is a volunteer
emergency medical technician. She is an associate member of the National
Association of Personal Financial Advisors.
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