Russell Schwartzbeck has been recognized by Forbes as one of the top financial security professionals in the country for 2022, 2023, and 2024. He has also been recognized as one of the top wealth advisors for 2024, and our firm was named one of the top Wealth Management Teams in 2025.

Russell Schwartzbeck is honored to be one of the Rochester Business Journal’s 2023 Financial Leaders. The Financial Leaders awards recognizes financial professionals who have made outstanding contributions to their organizations and to the Greater Rochester community during the past year.

Nathan Driscoll is one of the Rochester Business Journal’s 2022 Forty Under 40, which recognizes and brings together the individuals who will be the future leaders of Rochester. These individuals have not only achieved success in their careers but have given back in a meaningful way to the Rochester community.

Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK ® Research, LLC – Based upon data as of 03/31/24. Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2022,2023,2024). Research and ranking provided by Shook Research. Based upon data as of December 31st of preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.