Meet Our Advisors
Gary Schwartz, CEO, RFC
President
800.249.9403
For Gary Schwartz, life has been a fascinating ride. Always an entrepreneur, he started his first business while he was still in college, working as a landscaper. After graduation, he opened a butcher shop in the Bronx, got married,...
Andrew Schwartz
Managing Partner
800.249.9403
As Gary’s son, it’s easy to assume that he always knew he was destined to be part of the team at Madison Planning, but it wasn’t always clear to Andrew. In high school, Andrew played football, and was the enthusiastic...
Rochelle Odesser, CFP
Vice President
800.249.9403
Rochelle came into the world of financial planning in a roundabout way, yet it’s no mystery about why it became her calling. From an early age, Rochelle understood the value of a dollar. Born and raised just three blocks from...
Jay Dworkin, MBA
Vice President
800.249.9403
Jay has been with Madison Planning Group's Westchester County office since 2006. As Vice President, Jay's aim is to empower his clients to make informed decisions and take effective action toward meeting their specific goals. Jay has...
Meet Our Staff
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.