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 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.
Shari Plevinsky is our Client Services Manager 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.
Ryan O’Brien is a Client Relationship Associate with Schwartz Financial Associates. He is a NJ licensed insurance agent, which he obtained over his four years of experience in banking with TD Bank as a Financial Service Representative. He holds a BA in Finance and Economics from Rutgers University in Camden NJ. His primary job functions include: handling EMoney and investment calls; assisting with the creation of portfolio proposals and financial plans; and tracking investments and insurance products. His main objective is to provide a positive and unique experience that our clients will, much like his name, have a hard time forgetting.
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.
David serves as Director, 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.
Jenna Frisby is our Administrative Assistant whose duties include appointment scheduling, general office support and client assistance, as well as special projects as required.
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.