About Crossroad Associates
Since 1977 we have worked with a wide range of clients, including individuals, families, businesses owners, and employees of Fortune 500 corporations. Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.
Meet Our Team
Kevin Schwartz
ChFC®, CLU®, FIC, RICP®, BFA™
Kevin Schwartz has more than 15 years of experience advising his clients on investments, wealth management strategies, retirement distribution strategies, and estate and charitable planning. Kevin enjoys spending time listening to and advising his many clients, but he is just as happy presenting wealth management concepts to a crowd of pre-retirees or speaking about estate and charitable giving strategies to community or church groups. Community service is important to Kevin and in recent years he has given back by serving on the Finance Committee of King of King's Lutheran, as well as held leadership positions for the local Cub Scout troop. In his free time you might find Kevin attending a Minnesota Gophers game, but he is happiest spending time at home with his wife of 16 years and their two young children. Kevin has several degrees: B.A. in marketing and B.A. in business management from the Carlson School of Management - University of Minnesota,
- Title
Financial Advisor
- State(s) Licensed
- FL, KY, MN, ND, OH, WA, WI,
- Location
Stillwater, MN
- Website
- https://connect.thrivent.com/kevin-schwartz
- Phone
- 651-503-1306