We are excited to formally introduce you to two of our newest staff members in our Schwartz Financial Family - Ryan O'Brien and Jenna Frisby.
You may have already met and spoken with Jenna, our fabulous Administrative Assistant. She will assist you with client administrative requests, appointment scheduling, and much more. Ryan started with us in October as our Client Relationship Associate. He will assist you with investment questions, eMoney requests, and much more. Both Ryan and Jenna are excited to provide an extraordinary experience to all of our clients and look forward to helping you in the future!