Our People

A team of highly credentialed professionals

We seek to understand who you are and what your needs are


We get to know who you are, what your needs are and identify how our expertise can best serve you.  We develop close working relationships based on professional confidence and trust. We understand that your financial planning needs are dynamic and will continue to change.

Steven Schwartz

President, CPA, JD, PFS,RMA, NAPFA Registered

Steve founded Wealth Design Services following a 24-year old career as a tax partner in regional public accounting. He is a graduate of the University of Pittsburgh School of Law. Steve serves on the peer review panel of the Retirement Income Journal and has been quoted in the Wall Street Journal, Kiplinger’s Retirement Letter, Financial Advisor Magazine and Life & Health Advisor.
Steve is an Urban Beekeeper, avid reader and he serves on the Executive Committee of the Temple B’rith Kodesh.  

Jamie Block

Tax Director, Financial Planner, CFP,CPA,MBA, NAPFA Registered

Jamie is a graduate of Cornell University and holds an MBA in Finance from the University of Rochester, Simon School of Business. Jamie is a registered member of The National Association of Professional Financial Advisors (NAPFA), and treasurer of the Rochester Chapter. Jamie has been quoted on Investopedia, appears regularly on WROC to discuss tax issues, and writes financial articles for local publications.
Jamie volunteers as an EMT for the Victor-Farmington Ambulance Corp. and is involved with numerous local community organizations.

 

Kaaren Thompson

Director of Marketing and Communications

Kaaren has a BFA from Kent State University and her M.S. Ed from St. John Fisher College. She became the Director of Communications and Marketing in 2016 and prior to that she worked in the public sector in education. As a skilled print and web designer she is responsible for branding, advertising, educational seminars and online strategic marketing for the firm.
Kaaren is married with a very active 3-year old and dog who are BFF’s; additionally, she is an active technology consultant and trainer to local Rochester organizations. 

A Focused Team Approach

A dedicated team, here to listen and understand

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Contact Us for a Free Consultation

 

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