Our goal is to build lasting, long-term relationships with our clients.
We don’t want to be in the way of your financial success. We want to be part of it.
One size does not fit all. In order to ease some of the financial burden associated with financial advisory and portfolio management, we have deliberately designed our services to be commission-based. This makes us more flexible and accommodating for our clients.
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MICHAEL LUTZ
Michael joined Citigroup Global Markets in 2015 and currently serves as Analytics Manager, Trading and Reporting. Previously, he served as Product Manager on the firm's Operations Team, where he handled account processing, backup trading duties, and reporting for the firm's advisor group and operations team. Michael received his Bachelor of Science degree from the University of Montevallo in 2011 and became a Registered Financial Advisor in 2021, having been a registered broker since 2015. Michael is married to his wife, Kelly and has a beautiful daughter. When not at work, Michael enjoys spending quality time with his family and friends, playing golf and Chess. Michael lutz joined the Michael Thomas Schwartz Team in 2019 and serves as a senior Investment Analyst and portfolio diversification expert
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TYLER QUINLAN KELLY
Formerly at the WALL STREET MANAGEMENT CORPORATION, Tyler oversees portfolio analytics and research across strategies. Tyler Quinlan Kelly joined Michael Thomas Schwartz Team in 2020 and serves as the Multi-Asset Investment Lead.
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HARLIN K SINGH
He graduated summa cum laude from the Huntsman Program at the University of Pennsylvania (the Wharton School and the School of Arts & Sciences) with dual degrees in Economics and International Studies. Harlin K Singh joined Michael Thomas Schwartz Team joined Michael Thomas Schwartz Team in 2019 and serves as a Investment Analyst.
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KATHRINA LUISA SARIN
Kathrina has over a decade of experience in financial planning and wealth management. In her free time, Callie enjoys staying active, traveling, and spending time with her husband, Aaron, and their dogs. Bachelor of Science in Accounting, Auburn University, Auburn, AL Master of Accountancy, Auburn University, Auburn, AL Kathrina Luisa Sarinjoined the Michael Thomas Team in 2019 and serves as a senior Advisor and Analytics Manager.
A few of the many testimonies from our clients
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Jeremy A. Dendy
Having a financial advisor has made all the difference in my life. They took the time to understand my financial goals and built a tailored plan to meet them. Thank you for your guidance. Michael Thomas Schwartz Not only have my assets grown, but I now feel more in charge of my financial future.
Bronisław Król
I was initially hesitant to entrust my finances to someone else, but my financial advisor has exceeded my expectations. They not only assisted me in developing a diverse portfolio, but they also reviewed and adjusted it on a regular basis based on market conditions.Zac Miles
The results have been okay. It's a long-term game for me, and there have been ups and downs, but overall, I'm satisfied with Mr Michaels expertise
Beltane B
For the past five years, I've been working with Michael T Schwartz, and I couldn't be happier with the results. They took the time to learn about my financial objectives and risk tolerance, and as a result, my portfolio has steadily grown.
Sean Sim
From buying my first home to funding my children's education, my financial Guru Michael Thomas Schwartz and his team has been instrumental in helping me achieve my financial goals.
