Meet the SWAN Capital Team

Our team of professionals strive daily to help you work toward the retirement you have dreamed about.

Swan Capital,Cygnet Fund, real estate investing, Passive 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.

Swan Capital, Swan Capital Community, Swan Capital Team

Swan Capital, Swan Capital Community, Swan Capital Team

Vicki Long

Client Ambassador
Swan Capital, Swan Capital Community, Swan Capital Team

Jamie Cade, FPQP®

Operations Specialist
Swan Capital, Swan Capital Community, Swan Capital Team

Lucas Juery, CFA

Portfolio Manager
Swan Capital, Swan Capital Community, Swan Capital Team

Ashley Gonzalez

Director of Marketing
Testing (299 x 299 px)

Matt Armstrong

Chief Operations Officer
Erica website

Erica Tawzer

Executive Assistant
katie website

Katie Lortie

Human Resources Generalist
Cassie Website

Cassie McDonald

Director of First Impressions
Swan Capital, Swan Capital Community, Swan Capital Team

Ciara Church

Operations Specialist
brandon website

Brandon Clark

Client Ambassador
Jacob Website

Jacob Hawkins, FPQP®

Case Design Specialist
sandy website

Sandy Baures

Client Communications
Dawson Website

Dawson McNair

Client Services
Swan Capital, Swan Capital Community, Swan Capital Team

Livy DiFilippo

Director of Client Services
Testing (299 x 299 px)

Elise Brassell

Client Ambassador
Kallie Website

Kallie Hatfield

Client Services
Therese

Therese Ponce, FPQP®

Director of Case Design
Testing (299 x 299 px)

Natasha McNair

Cygnet 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.