Our Team

At the Schwartzbeck Financial Group, we are committed to seeing clients through every stage of the financial planning process. We are committed to providing an excellent client experience by assisting you in any way possible. Here at The Schwartzbeck Financial Group, you and your family are our number one priority. 

 
Nathan P Driscoll

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

Director of Wealth Management Services
Office 585-248-4754

Nate received his Bachelors of Science in Business Management and Personal Finance from St. John Fisher College in 2006. With 11 years of experience, Nate helps clients with financial planning and portfolio management. He began his career as a Trader at the Wall Street Financial Group. He then moved to Northwestern Mutual in 2008 as a Financial Representative and soon advanced to an Associate Wealth Management Advisor with The Schwartzbeck Financial Group. He holds his Series 7, 66, 55, 24, Life, Accident and Health and has the following designations: CLU® (Chartered life underwriter), ChFC® (Chartered Financial Consultant), CASL® (Chartered Advisor for Senior Living), and RICP® (Retirement Income Certified Professional). He is also actively involved in the community sitting on the boards for Southeast Family YMCA, St. John Fisher College Alumni Board, and Camp Arrowhead committee at Southeast Family YMCA.  

 

Nate currently resides in Victor, NY with wife Kay, and dog Tasker. He enjoys golf, traveling, softball, and is an avid Buffalo Bills Fan!  

 

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 
Kelly A Poliszuk

Kelly A Poliszuk

Director of Operations
Office 585-248-4760

Kelly graduated with a Bachelor of Science in Finance from SUNY Brockport in 2010. She began her career with Northwestern Mutual in 2010 as an Intern while attending SUNY Brockport and later joined The Schwartzbeck Financial Group as the Operations Manager. In 2018, Kelly transitioned to the role of Director of Operations. She holds her Life, Accident and Heath, Series 6, and 63 and is a New York State public notary.

 

She resides in Penfield, NY with husband Mike and their 2 children, Jayce and Anna. Kelly enjoys traveling, boating, and spending time with her family. 

 

 
Kenneth D Hearne

Kenneth D Hearne

Financial Planning Associate
Office 585-248-4775

Kenny was born and raised in Rochester, NY and attended SUNY Cortland. He joined Northwestern Mutual in 2012 as part of the Watertown Group in Watertown, NY, where he held various roles including Director of Recruiting and Development. Kenny relocated back to his hometown of Rochester, NY in September 2014 and spent 6 years working with new advisors as a Registered Associate Financial Representative and the Director of Training and Development. Kenny joined The Schwartzbeck Financial Group in June of 2020 as a Financial Planning Associate and is excited to be working with such a talented team. During his time at Northwestern Mutual, Kenny received the Commitment to Excellence Award (2014) and became a Certified Trainer (2015). He holds is Life, Accident & Health, Series 6 & 63 licenses.

 

Kenny is married to Lauren and they have 3 children, Stella, Nathan & Leo. He enjoys spending time with his family and friends, watching sports, hiking and playing golf.

 
Liana C Thibault

Liana C Thibault

Director of Investment Operations
Office 585-248-4792

Liana graduated with a Bachelor of Science in Management and Human Resources from St. John Fisher College in 2014. She began her career with Northwestern Mutual in 2014 as the office receptionist and later moved to the Sales Execution Team focusing on operations for new Financial Representatives. She then joined The Schwartzbeck Financial Group in 2016 as a Registered Associate Financial Representative; and now holds the role of Director of Investment Operations. She holds her Series 6, 63, 7 and Life Accident and Health.

Liana resides in Brighton and enjoys baking, reading, and shoe shopping in her spare time. 

 
Emily Cullen

Emily Cullen

Financial Planning Coordinator
Office 585-248-4751

Emily graduated with a Bachelor of Science in Business Management from Nazareth College in 2018. She began her career with The Schwartzbeck Financial Group as a Financial Planning Associate in August of 2018. In 2019, Emily transitioned to the role of Financial Planning Coordinator. She holds her Life, Accident and Heath license.

She resides in Fairport, NY. Emily enjoys rock climbing, hiking, traveling and spending time with friends.

 

Jennifer Yeh

Marketing and Client Relations Manager
Office 585-586-6300

Jennifer hails from Rochester and graduated from the University of Rochester in 2014 with a Bachelor of Arts degree, double majoring in Economics and Psychology. She has spent the majority of her career working in sports and event marketing in New York City. Recently relocated back to Rochester, she is thrilled to join The Schwartzbeck Financial Group as Marketing & Client Relationship Manager.

 

Jennifer resides in Brighton and enjoys reading, eating, and exploring new cities.  

 

Russell K Schwartzbeck, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


The Schwartzbeck Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck