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 (CFP®), 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

Office 585-248-4724


Email

Read Bio

Kelly A Poliszuk

Director of Operations

Office 585-248-4760


Email

Read Bio

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

Partner

Office 585-248-4754


Email

Read Bio

Liana C Thibault

Director of Investment Operations

Office 585-248-4792


Email

Read Bio

Kenneth D Hearne

Associate Financial Representative

Office 585-248-4775


Email

Read Bio

Emily Cullen , RICP®

Financial Planning Coordinator

Office 585-248-4751


Email

Read Bio

Jennifer Yeh

Marketing and Client Relations Manager

Office 585-248-4780


Email

Read Bio