Our Staff
TAMARA S. KUKAINIS, CFP® tkukainis@schwartz-financial.com
PHYLLIS PEARL, CFP® ppearl@schwartz-financial.com
MARIE GRABOWSKI mgrabowski@schwartz-financial.com
DANIEL SHUTE dshute@schwartz-financial.com Accounting Professionals Joseph W. Bowley, CPA Theresa Fronckowiak, CPA Cynthia Bowley, Accounting Manager
* * * * * Schwartz Financial Associates has grown! We have a team of qualified individuals to provide you with all the services you require to meet your financial goals.
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 Walnut Street Securities, as well as an Investment Advisor Representative of Pennsylvania Financial Group, 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. Tamara Kukainis is securities licensed in AZ CA CO CT DC DE FL GA KS LA MA MD MI NC NJ NY OH PA SC TX VA. This shall not be deemed to be a solicitation or offer of securities where Tamara Kukainis is not licensed.
Mrs. Kukainis holds a BA in Economics from Rutgers College in New Brunswick, NJ. Her professional background includes corporate banking and cash management. In response to needs in the financial marketplace, she established the WOMEN'S FINANCIAL SERVICES NETWORK, which provides legal, financial and eldercare referrals for "women in transition" (widows, divorcees) as well as for women business owners and women who manage household finances. She currently serves on the board of the Cherry Hill Public Library and is active in many local professional and private organizations.
PHYLLIS PEARL is a CERTIFIED FINANCIAL PLANNER™ certificant and has been in the financial services and insurance industry for over 25 years. She is currently a Registered Representative of Walnut Street Securities and Investment Advisor Representative of Pennsylvania Financial Group, Inc. Ms. Pearl holds a BA in English from the University of Maryland and has extensive experience in all facets of the insurance marketplace as well as the financial planning arena. She also brings with her extensive knowledge in financial services for government entities and non-profit organizations. Ms. Pearl is securities licensed in NJ, PA, ME and MI. This shall not be deemed to be a solicitation or offer of securities where Phyllis Pearl is not licensed. MARIE GRABOWSKI is a NJ Licensed Insurance Agent and specializes in insurance policy reviews and updates. Her areas of expertise include Life and Long Term Care Insurance. Marie also functions as our Office Administrator and Client Services Manager. She has been a valuable associate of Schwartz Financial since 1998. DANIEL SHUTE is a Registered Sales Assistant with a General Securities Representative capacity. He is a graduate of Rutgers University, with a degree in Accounting and Finance. He focuses on Investment Account Administration and securities research. He also functions as a liason between Schwartz Financial and Joseph W. Bowley & Co. L.L.P.
Third Party Advisors JOSEPH W. BOWLEY is a Certified Public Accountant (CPA) and the managing partner for his accounting practice, Joseph W. Bowley & Co., L.L.P. He has been a CPA for 30 years and has established himself as an outstanding professional.
THERESA G. FRONCKOWIAK is a CPA with Joseph W. Bowley & Co., and a Registered Sales Assistant with Walnut Street Securities, Inc. She functions as a liason between Schwarts Financial Associates and Joseph W. Bowley & Co. as well as Women's Financial Services Network. She is securities licensed in NJ.
CYNTHIA BOWLEY, Accounting Office Manager with Joseph W. Bowley & Co.
Tax services are offered by individuals in their capacity as a CPA of Joseph W. Bowley & Co., L.L.P. Schwartz Financial Associates and Joseph W. Bowley & Co., LLP are separate entities. Joseph W. Bowley & Co., L.L.P and The Women's Financial Services Network are not affiliated with Walnut Street Securieits and are independently responsible for the product and services they offer. Neither Walnut Street Securities nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.
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