Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.
Meet the Team
SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Andrew McNair
Andrew McNair | President and Founder of SWAN Capital
When Andrew decided to take a leap of faith and start his own firm, he had a mission — but not yet a name. His mission was — and is — to help families keep money in perspective so they don’t spend their retirement worrying about money. The goal of the firm is to help families “Sleep Well at Night” — and that is what SWAN Capital stands for.
Andrew began interning at a financial firm at the age of 14. He continued his internship through high school and into his financial studies at the University of West Florida.
Andrew works with families who are five years from retirement or already retired. He is committed to a concept he calls Total Wealth Management, which Andrew says is focused on “a fully integrated retirement plan, which should include income, tax, health care and estate plans. Sadly, many people either compartmentalize each plan or don’t have a sound plan in either one of those areas.”
Andrew is an Investment Adviser Representative and a licensed insurance professional in Florida and Alabama. Andrew has experience in the fields of retirement income, wealth preservation and long-term care — and has a strategic partnership with an attorney for estate planning services. He can also provide further information and insight into the Cygnet fund for residential real estate, commercial real estate and vacation rentals.
Andrew also works to serve and inform the community with financial news and insight. He is a public speaker, an adjunct professor at Pensacola State College and host of a weekly radio show called “What Your Money Would Say” heard on WCOA 1370AM and other stations across the Pensacola and Mobile areas. He has appeared as a financial commentator on WSJ, Forbes and Fox Business and has also contributed to Market Watch. Andrew is the author of three books: “Don’t Be Penny Wise & Dollar Foolish,” “Tithe: A Living Testimony,” and the "Giving Crisis.” Lastly, he is host of the Rich Young & Powerful podcast.
Matt Armstrong
Matt Armstrong | Chief Operating Officer
As SWAN’s Chief Operating Officer, Matt is responsible for all aspects of the business behind the scenes. His main objective is to ensure every client gets the same exemplary level of service at all stages of the client journey. To do that he makes it his top priority to get every person on the SWAN Capital team has all of the training, tools and technology to make us a world class client focused total wealth management firm.
Matt has a degree in business management from California State University, Sacramento and has 20 years of experience leading teams of various sizes.
During his free time Matt enjoys spending time with his wife and 3 children. He and his family spend time fishing, waterskiing and exploring the great boat-up restaurants Northwest Florida has to offer. Matt also enjoys a nice relaxing day on the beach and long RV road trips.
Brandon Clark
Brandon Clark | Client Ambassador
As Client Ambassador, Brandon is dedicated to providing a seamless onboarding experience for our new clients. He collaborates closely with our operations team to facilitate transfers and the opening of new accounts. With his strong people skills, Brandon is committed to ensuring that clients enjoy a positive experience with SWAN Capital.
In his free time, Brandon enjoys spending time with his Siberian husky, Rocky, watching great movies, and playing sports like basketball and golf.
Cassie McDonald
Cassie McDonald | Director of First Impressions
As Director of First Impressions, Cassie is dedicated to ensuring that every client feels like part of the SWAN Capital family. With a focus on providing a seamless onboarding experience, she carefully guides new clients through the process while managing client files and scheduling to keep operations running smoothly.
In her free time, you’ll find Cassie spending quality time with her husband of 11 years, Dean, either fishing, traveling or hosting get-togethers with their family and friends.
Erica Tawzer
Erica Tawzer | Executive Assistant
As Executive Assistant, Erica provides high-level administrative support for the team managing schedules, coordinating meetings, handling correspondence, organizing travel arrangements and much more. She exhibits strong communication, organizational, and multitasking skills while maintaining confidentiality and ensuring smooth daily operations here at Swan Capital.
Erica has a Bachelor’s Degree in Business Administration and over 30 years of experience in management.
Erica enjoys spending time with her husband Lance and her children Amelia and Nick. She loves being in her garden, going to the beach, watching movies and indulging in treats.
Katie Lortie
Katie Lortie | Human Resources Generalist
As a passionate Human Resources Generalist with over 10 years of experience, Katie thrives on creating energetic workplaces where talent flourishes and organizational goals are met. Katie believes that people are a company's greatest asset, and she is dedicated to fostering a culture that inspires individuals and teams.
Katie believes in balancing professional ambitions with personal well-being. As a native Pensacolian she loves attending community events around Historic Downtown, football games at UWF, and sunny days at Pensacola Beach. You can also find her gardening, bird watching, spending time with family, or having a movie night with her two cats.
Katie is a notary in Florida and can assist with your documents.
Elise Brassell
Elise Brassell | Client Ambassador
As Client Ambassador, Elise is responsible for ensuring a smooth transition for our new clients. She assists our operations team with transfers and getting new accounts opened. A people person and problem solver, Elise enjoys helping clients access their new accounts. If you have any questions, she will work with you to find the answers!
Elise is a novice quilter and crafter who enjoys baking and spending time outdoors with her husband and son. Together, they love going to the beach to collect shells and playing at the park. Currently, she is working on the third book of her youth fiction series and writing the occasional poem or song.
Therese Ponce, FPQP®
Therese Ponce, FPQP® | Director of Case Design
As our Director of Case Design, Therese is responsible for safeguarding and organizing client financial documents and compiling client data into a visual financial plan. These plans assist our clients in making the best decisions regarding their retirement goals.
In Therese’s free time, you will most often find her spending time with her husband, Paul and twin daughters, Brylee and Krysta. She enjoys going to local restaurants, hanging at the beach and shopping.
Jacob Hawkins, FPQP®
Jacob Hawkins, FPQP®| Case Design Specialist
As a member of Case Design, Jacob is responsible for building Fiscal Houses and Sleep Studies tailored to our new clients. He plays a crucial role in collecting documents, running reports, and requesting quotes on behalf of clients. Jacob has a degree in Finance from Benedictine College in Atchison, Kansas, where he played football and received experience in building financial models.
In Jacob’s spare time, he enjoys fishing, golfing, cooking, and working out. He values time with his family and making the most out of each day.
Ciara Church
Ciara Church | Operations Specialist
As one of SWAN Capital’s Operations Specialists, Ciara is responsible for the day-to-day processing and delivery for new clients. Ciara’s goal is to make sure everything runs smoothly and efficiently.
In Ciara’s free time you will find her spending time with her two boys, Wyatt & Hudson. They spend most of their weekends boating with family, at soccer games, or trying new restaurants.
Ciara is a notary in Florida and can assist with your documents.
Livy DiFilippo
Livy DiFilippo | Director of Client Services
As our Director of Client Services, Livy takes great pride in providing excellent care to our amazing clients. She is the responsible for all of the day to day account changes, reallocations, money movement, and much more. She loves getting to know our clients personally, and hearing their stories about their vacations, children, and
Livy has a Bachelor’s of Science and a Bachelor’s of Music from the University of Mobile. She also has her life and health insurance license for the state of Alabama.
You’ll most often find her with her husband, Joe, and daughter, Adrianna, traveling, hiking, or at the beach.
Livy is a notary in Alabama and can assist with your documents.
Kallie Hatfield
Kallie Hatfield | Client Services
As our client services representative Kallie is responsible for processing withdrawals, performance, and account changes while providing attentive care to our clients throughout their retirement.
In Kallie’s free time, you will most often find her spending time with her friends, playing with her two cats, trying new restaurants, and going on frequent walks in the Florida sunshine.
Kallie is a notary in Florida and can assist with your documents.
Lucas Juery, CFA®, CFP®
Lucas Juery, CFA | Portfolio Manager
As Portfolio Manager, Lucas is responsible for the rebalancing of the portfolios. Lucas’ passion is to help clients with their custodian accounts and ensure that every portfolio is allocated properly.
Lucas has a degree in finance from the University of West Florida and received experience in institutional investing and aerospace accounting.
Lucas is also a CFA charterholder. The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct.
When he’s not at work, you can find Lucas at the beautiful beaches Pensacola has to offer or cooking with his friends and family. Lucas enjoys traveling and discovering new cultures.
Vicki Long
Vicki Long | Client Ambassador
As Portfolio Specialist, Vicki is responsible for client stress-tests, assisting with daily trades and rebalancing client portfolios.
Vicki has a master’s degree in business administration from Indiana University. She also holds a Uniform Investment Adviser Law Examination certification from the state of Florida and a Florida Health and Life Insurance License.
In her free time, you can find her and her husband with their rescue pups or studying for her CFP certificate. Reading, dogs and travelling around the world are her biggest passions, as well as helping to ensure that clients have the financial freedom to pursue their passions as well.
Laura Mayo
Natasha McNair
Natasha McNair | Cygent Real Estate Valuation Specialist
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.