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Our Team

Tamara S. Kukainis, CFP®

SENIOR PARTNER | PRESIDENT

tkukainis@schwartz-financial.com

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 M. Kukainis, CFP®

MANAGING PARTNER | CERTIFIED FINANCIAL PLANNER™ professional

dkukainis@schwartz-financial.com

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 J. Pettit, CFP®

DIRECTOR OF FINANCIAL PLANNING & ANALYSIS

bpettit@schwartz-financial.com

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

DIRECTOR OF CLIENT SERVICES

jfrisby@schwartz-financial.com

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

DIRECTOR OF OPERATIONS

splevinsky@schwartz-financial.com

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.

Zachary Padersky

Financial Professional

zpadersky@ffremail.com

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.