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Why I Love My Job

HH has built a phenomenal culture. I could not be more enthusiastic to be a part of it. We attract people who are devoted to providing excellence to our clients as well as to one other. I love that I get to play a role in helping our clients reach their financial goals.

Kylie A. Schwartz Family

We invited Kylie to join our Long Beach team as Associate Client Service Manager in
2023, following a year’s internship at HH while she completed her Bachelor’s studies.
Kylie’s formal responsibilities include drafting and sending out new account paperwork
as well as working with her team to set up client meetings. Where she truly shines is in
in getting things accomplished – and in her commitment to meeting clients’ needs, big
and small.

“I enjoy building connections with our clients,” she says, “and am excited to grow with
the company. I’m grateful to be working for such an amazing firm that cares so much
about all their clients and employees. HH provides its people with all the resources we
need to be successful. We’re encouraged to grow and continue learning all we can.”
Kylie received her Bachelor of Science with a concentration in Finance from California
State University Long Beach in 2023. A graduate of the CSULB Honors Program, her
Senior Thesis research focused on financial literacy in college students. As Vice President
of CSULB’s Beach Investment Group program, she helped manage three investment
portfolios for the university.

Kylie enjoys working out at the gym and running. Being outside grounds her: “I love
getting fresh air whether that’s reading at a park or hiking different trails.” Keen about
travelling, Santorini and Dubrovnik are among her favorite destinations thus far.

Fun Fact

I was a CPR-certified lifeguard in high school – and performed two rescues.