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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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