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


The Schwartzbeck Financial Group

Staff

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 Peter Driscoll

Nathan Peter Driscoll

Associate Wealth Management Advisor
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

Operations Manager
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. 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. 

 

 
Brianna Rae Luce

Brianna Rae Luce

Executive Assistant
Office 585-248-4780

Brianna graduated from St. John Fisher College in 2010 with a Bachelor of Arts in Psychology. She began her career at Northwestern Mutual in August of 2012 as the office receptionist and later went on to join The Schwartzbeck Financial Group. Currently, she is the Executive Assistant to The Schwartzbeck Financial Group and the Contract & Licensing Coordinator for the District Office. She is a New York State public notary and a New York State proctor.

 

Brianna is a resident of Penfield, NY and enjoys spending time with friends and family, and traveling to anywhere warm. 

 
Liana C Thibault

Liana C Thibault

Financial Coordinator
Office 585-586-6300

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; she is also the Staff Accountant for the District Office. She holds her Series 6, 63, and Life Accident and Health.

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

 
 

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