Meet the Team
SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Vicki Long
Jamie Cade, FPQP®
Lucas Juery, CFA
Ashley Gonzalez
Matt Armstrong
Erica Tawzer
Katie Lortie
Cassie McDonald
Ciara Church
Brandon Clark
Jacob Hawkins, FPQP®
Sandy Baures
Dawson McNair
Livy DiFilippo
Elise Brassell
Kallie Hatfield
Therese Ponce, FPQP®
Natasha McNair
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.