SCHWARTZ FINANCIAL CONCEPTS - Key Persons

Danette Amen

Job Titles:
  • Administrative Assistant
  • Office Manager

Reggie Schwartz

Job Titles:
  • Investment Adviser
  • Representative
Reggie (Regina) Schwartz, MSFS, CASL® RHU®, REBC®, CLTC, opened the doors of Schwartz Financial Concepts in January of 2004. However, Reggie has been working in the field of financial services since 1975. Reggie gave her office a touch of comfort. The office Reggie currently practices in is a converted home where she and her husband run their individual businesses. Although Reggie most often comes and sees clients at their homes and/or businesses -- clients also can feel equally relaxed at the office of Schwartz Financial Concepts.