Tamara S. Kukainis is a CERTIFIED FINANCIAL PLANNER™ professional, and has been presiding over Schwartz Financial Associates since 1997. In September 2023, Schwartz Financial Associates joined forces with Firstrust Financial Resources, in alliance with Equitable Advisors. 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.

Daniel Kukainis is a Managing Partner and Financial Advisor at Schwartz Financial Associates of Firstrust Financial Resources. In September 2023, Schwartz Financial Associates joined forces with Firstrust Financial Resources, in alliance with Equitable Advisors. Prior to joining the firm, 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 and a CERTIFIED FINANCIAL PLANNERTM professional at Schwartz Financial Associates of Firstrust Financial Resources, in alliance with Equitable Advisors. 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.

Jenna Frisby provides administrative support services only.

Zach is a financial professional passionate about helping others achieve fiscal success through financial clarity. At Firstrust Financial Resources, Zach utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial futures. By conducting a thorough analysis based on needs and desires, Zach develops customized strategies designed to help his clients effectively protect, accumulate, and transfer their assets in the most tax efficient manner possible. Zach has a desire to help people and believes in the firm’s noble purpose, “making a difference in the lives of others.” He is committed to serving the growing demand for financial advice within our community. An alumni of The College of New Jersey.

Katie Schafer is the Administrative Assistant at Schwartz Financial Associates of Firstrust Financial Resources. She joined our team in April 2025, and brings years of experience in administrative support, consulting, sales and marketing.

Katie’s duties consist of appointment scheduling, client support and all general office and staff support.

Katie Schafer provides administrative support only.

Brian C. Smith is a Vice President at Firstrust Financial Resources, he originally joined the firm in 2005.  In his role, Brian assists families and small business owners with retirement planning, investment strategies, and life insurance protection.  Understanding the critical importance of insurance in prudent retirement planning, he dedicates a substantial portion of his efforts to life insurance and long-term care insurance planning.  Brian understands the unique challenges faced by families with special needs.  He regularly presents on essential topics related to planning for children with special needs and was honored with the “My CITY, My PLACE” Brighter Futures Financial Award from Philadelphia Intellectual disAbility Services in 2019.  In addition to his individual efforts, Brian collaborates closely with his colleagues at Firstrust Financial Resources to ensure an outstanding client experience.  His expertise in insurance matters has been recognized in Money Magazine regarding insurance matters.  Brian holds a Bachelor of Science degree in Finance from Shippensburg University in Shippensburg, Pennsylvania.

Jim has over 35 years of experience in wealth accumulation and transfer planning, including closely held business succession. Typical clients include high net worth individuals and families, many with significant business and real estate interests. His experience covers the full spectrum of planning goals, from accumulation and management through the tax efficient draw down and distribution of wealth. This expertise includes the use of techniques for multigenerational planning, charitable giving and considerations for special needs children. He also has experience in the design and operation of qualified plans and executive benefit programs.

Over the years, he has authored numerous articles and training programs for financial professionals regarding financial, investment and estate planning and regularly teach continuing education programs for lawyers and financial professionals.

Prior to joining Karr Barth Associates in 1999, he was General Counsel of Lincoln Investment Planning, Inc. and before that was with Fidelity Mutual Life Insurance Company, where he held various positions at the corporate level and in the field.

Michael Swider has been with Karr Barth Associates for over 25 years and provides high-level support to the Branch in the area of Technology, Infrastructure & Operations. He works closely with all Branch Management, Associates and Staff in developing, implementing, and monitoring efficiency procedures throughout the Branch offices. Technology & facilities management is his primary focus throughout the Branch llocally and plays an important role as liaison between the Branch and Headquarters.