Key Access Services™
Retirement Plan Services
Insurance and Risk Management
Senior Associate Consultant
Miami, Philadelphia & Media
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To help lead the firm forward and drive further growth in 2015, we’re pleased to announce the promotion of Karl Schwartz, CPA, CFP® to Principal.
Throughout his decade-long tenure with the firm and its affiliates, Karl has demonstrated a complete dedication to client service, going above and beyond to help find the best solutions available for his clients' financial needs and goals. We're excited to see him put these skills and values into practice as a leader of the firm!