Management Team

Our leadership and support team

Leadership

a photo of Harold A. Schwartz

Harold A. Schwartz

  • Investment Advisor Representative
  • Chief Executive Officer
  • Chief Investment Officier
  • Principal
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558

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.

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.

Principals

a photo of Erin Baskett

Erin Baskett

  • CPA, CGMA, CHRS
  • Firm Principal
  • Chief Compliance Officer
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Pete Galligan

Pete Galligan

  • Financial Principal
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Stephen Kohn

Stephen Kohn

  • Bond Principal
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Sunil Misra

Sunil Misra

  • Frim Principal
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of John Ohman

John Ohman

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

Management Team

a photo of Catherine Bowman

Catherine Bowman

  • Chief Marketing Officer
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Karen Schwartz

Karen Schwartz

  • Secretary/Treasurer
  • Director of Operations
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558

Home Office Team

a photo of Cece Ani

Cece Ani

  • Account Manager
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Shelby Bickerstaffe

Shelby Bickerstaffe

  • Commissions Analyst
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Susan Murphy

Susan Murphy

  • Account Manager
Ballantrae Office Park
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
a photo of Karla Santoli

Karla Santoli

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