Stan

Stanley J. Swartz, CPA, CMA, CFP, CMC has taken on a new role with the Sloan Group. Effective January 1, 2015 Stan has retired from the Partnership and taken on a new role providing financial education to individuals and business owners as well as providing financial planning and insurance solutions for clients.

Stan joined Allen Sloan in 1984 shortly after Allen started an independent public accounting practice in 1982. Together they built a full service firm offering accounting, assurance and taxation services to their clients. In 1989 they were joined by Jerry Paskowitz to continue the dynamic growth that Sloan Partners/Sloan Group continues to enjoy.

Over the years Stan has been instrumental in developing the firm’s accounting and taxation services practice as well as creating a personal financial advisory division. Stan will continue to practice in the financial planning and insurance planning area as President of Infomoney Solutions Inc. Stan will continue to be located in the Sloan Group premises to facilitate access to individuals and business owners who need his expertise.

 

The entire Team at the Sloan Group extends hearty best wishes to Stan in his new role.

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