Kathleen Schwartz

Kathleen Schwartz

Client Relations Associate

Kathleen Schwartz joined Spring Ridge Financial Group in 2021. She has over 25 years of experience in the financial services industry having previously worked for Merrill Lynch as a financial assistant, operations assistant, and financial advisor. Kathleen prepares meeting reports and assists advisors with day-to-day client needs. She graduated from Clarion University with a BS in communications.

Originally from the South, Kathleen is an avid University of Alabama fan. In her spare time, she enjoys watching college sports, Premier League Football, reading, and spending time with her family. She lives in Exeter with her husband.