Tamara S. Kukainis is a Certified Financial Planner™ certificant, and has been presiding over Schwartz Financial since 1997. She is currently a Registered Representative of Cetera Advisor Networks, as well as an Investment Advisor Representative of Vicus Capital, Inc. and an Independent Insurance Agent. She began her career in the financial planning industry in 1987 and has since expanded the practice to include full-service brokerage accounts, an enlarged in-house client support staff, professional portfolio management and custom-designed employer-sponsored retirement and insurance plans. Mrs. Kukainis holds a BA in Economics from Rutgers University in New Brunswick, NJ. Her professional background includes corporate banking and cash management.
This shall not be deemed to be a solicitation or offer of securities where Tamara Kukainis is not registered.
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Daniel Kukainis is a Managing Partner and Financial Advisor at Schwartz Financial. He is a Registered Representative of Cetera Advisor Networks, an Investment Advisor Representative of Vicus Capital, and a NJ Licensed Insurance Agent. Prior to joining Schwartz Financial, Daniel successfully completed AT&T’s leadership training program and managed a number of retail company stores. He subsequently gained experience as a Financial Services Representative for TD Bank. Daniel holds a BA in Economics and History from Rutgers University in New Brunswick, NJ. His primary duties include working with next generation Schwartz Financial clients, creating and implementing marketing and social media outreach, and providing ongoing Financial Planning Services. Daniel’s number one goal is to provide superior customer service to all of our clients.
Barbara Pettit is the Director of Financial Planning and Analysis at Schwartz Financial. She is a Certified Financial PlannerTM and is a Registered Representative of Cetera Advisor Networks LLC and an Investment Advisor Representative of Vicus Capital. Prior to joining Schwartz Financial Barbara worked at TIAA and Vanguard. Barbara holds a B.S in Finance from Drexel University.
Jenna Frisby is our Director of Client Services whose duties include appointment scheduling, general office support and client assistance, as well as special projects as required.
Shari Plevinsky is our Director of Operations and cheerfully handles all customer service requests. Shari also is responsible for Compliance Administration, Bookkeeping and Operational Support. Shari brings many years of valuable experience to our firm.
Priscilla Poole is the Administrative Assistant for Schwartz Financial Associates, Inc. She is responsible for the administrative and operational support in many areas of our office. These include: review appointment scheduling, answering in-bound calls, preparing new accounts and service paperwork, managing multiple computer systems, facilitating and resolving client service requests, and generating and mailing correspondence. Prior to joining the firm, Priscilla worked for American Express, TD Bank and Arc Home Loans. Priscilla holds a A.A.S. Degree from Rowan University and a Business Graduate Certificate from Cornell University.
David serves as Director of Investment Strategies within Vicus Capital’s Investment Management & Research Department. He serves as the team leader for the management of the firm’s investment platforms lineup. David plays a key role in the management of the firm’s custom portfolios platform, Private Client Strategies™ (PCS™). Within the PCS™ platform, David aids in the construction and management of custom portfolios. Additionally, he oversees the firm’s investment research and ongoing due diligence of investment managers and serves as a member of Vicus Capital’s Investment Committee. David holds a Bachelor of Business Administration in Risk Management as well as a Master of Investment Management degree from Temple University. He is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration. David is not affiliated with Cetera.
Kimberli Fleck is Senior Vice President and General Counsel for PFG. In this capacity, Kim oversees all aspects of PFG’s Compliance and Legal departments, interfacing directly with broker dealer executive staff and State and Federal regulators on behalf of PFG associates. She also serves as Chief Compliance Officer for Vicus Capital, our federally registered investment advisor, and continually monitors all facets of associate compliance requirements.
Kim graduated from Pennsylvania State University, receiving her BA in Political Science. She earned her Juris Doctor from the Widener University Commonwealth Law School and is admitted to the Commonwealth of Pennsylvania as an attorney at law. She holds FINRA registrations Series 7, 24, 53, 4, and 66.
Phyllis Pearl is a Registered Representative of Cetera Advisor Networks. Phyllis has a BA in Marketing from the University of Maryland, and uses her many years of investment and insurance management experience as our Financial Consultant.