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Our Team

We are a team of experts passionate about the work we do in helping our clients achieve their financial goals. SFG Wealth Management has years of financial industry experience, and we continually seek to expand our education and expertise in the field. Our team has achieved some of the most respected designations in the industry, including CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Life Underwriter® (CLU®), Chartered Advisor for Senior Living (CASL®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®).

Russell K Schwartzbeck CLU®, ChFC®, CFP®, RICP®

Founder and CEO

Kelly A Poliszuk

Partner and Chief Operating Officer

Nathan P Driscoll CLU®, ChFC®, CASL®, RICP®, CFP®

Partner and Private Wealth Advisor

Liana C Coffaro

Director of Investment Operations

Kenneth D Hearne

Client Service Advisor

Emily Cullen RICP®

Associate Financial Advisor

Jennifer Yeh

Director of Marketing and Client Experience

Jeffrey Cardot

Operations Associate

Brandon Donohue

Financial Planning Analyst

Laura Schwab

Associate Financial Advisor

Kelly Taylor

Financial Planning Analyst