Hal Schwartz

Harold A. Schwartz

Investment Advisor Representative
Chief Executive Officer, Chief Investment Officer
Principal

Harold Schwartz brings more than 40 years of experience to his current roles at DMK Advisor Group, Inc.. He began his career in the industry in 1975 with New York Life. He joined E F Hutton in 1982 to broaden the product selections he could offer his clients. His strengths in life insurance came to the attention of management, and in 1988 when Shearson Lehman Brothers bought Hutton, he was made First Vice President and National Product Director. He served in that capacity for over four years. In 1993 Mr. Schwartz launched his own firm, the Del Mar Group, Inc. From 1995 through 2006 he crisscrossed the country doing public seminars. During that time he was recognized for his achievements with membership on the Fidelity Advisor Council in 2002, 2004, 2006, 2010, 2011, 2012, 2013 and 2014; and for twelve consecutive years membership in the Million Dollar Round Table’s TOP of The Table, a designation achieved by only .5 percent of all financial services professionals. In 2003 he expanded his services to include complete money management, including fee-based planning. Today Hal manages over $45 million in assets for clients across the country.

Read more about Hal Schwartz

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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Firm Principals

Erin Baskett

Erin Baskett, CPA, CGMA, CHRS

Firm Principal
Chief Compliance Officer

Ballantrae Office Park
17961 Hunting Bow Circle, Suite 102
Lutz, Florida 33558

Pete Galligan

Pete Galligan

Financial Principal

26 W. Dry Creek Circle
Suite 600
Littleton, Colorado 80120

Stephen Kohn

Stephen Kohn

President
Municipal Principal

26 W. Dry Creek Circle
Suite 600
Littleton, Colorado 80120

Sunil Misra

Sunil Misra

Firm Principal

9526 Argyle Forest Blvd.
Suite B2 #441
Jacksonville, Florida 32222

John Ohman

John Ohman

Options Principal

32 Central Ave S Ste 9
Elbow Lake, Minnesota 56531

Management Team

Catherine Chaney Bowman, APR

Catherine Chaney Bowman, APR

Chief Marketing Officer
Director, Public Relations

Ballantrae Office Park
17961 Hunting Bow Circle, Suite 102
Lutz, Florida 33558
26 W. Dry Creek Circle
Suite 600
Littleton, Colorado 80120

Ann Marie Russo

Ann Marie Russo

Manager, Fixed Insurance Sales

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558

Karen Schwartz

Karen Schwartz

Secretary/Treasurer
Director of Operations

Ballantrae Office Park
17961 Hunting Bow Circle, Suite 102
Lutz, Florida 33558
26 W. Dry Creek Circle
Suite 600
Littleton, Colorado 80120

Operations Team

Bari Edwards

Bari Edwards

Account Services Manager

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, FL 33558-5374
Shelby Plichta

Shelby Plichta

Commissions Analyst

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, FL 33558-5374
Karen Stollings

Karen Stollings

Operations Specialist

Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558

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