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 | President
Andrew developed an early passion for finance after reading the book “Rich Dad Poor Dad.” At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school.
At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital.
In his career, Andrew is driven to help those most in need of financial planning and assistance. His books, “Don’t Be Penny Wise & Dollar Foolish” and “Tithe: A Living Testimony,” both offer practical, everyday advice for people seeking to better their financial situations.
Andrew enjoys working exclusively 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.”
Why did he name the company SWAN Capital? When he started the business, his mission was 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 McNair
President
Andrew developed an early passion for finance after reading the book “Rich Dad Poor Dad.” At just 14 years old, he began an internship at a financial firm, continuing it until he graduated from high school.
At age 18, Andrew began meeting clients, doing so until he graduated from the University of West Florida with a degree in finance. Upon graduation, he decided to take a leap of faith and start his own firm, SWAN Capital.
In his career, Andrew is driven to help those most in need of financial planning and assistance. His books, “Don’t Be Penny Wise & Dollar Foolish” and “Tithe: A Living Testimony,” both offer practical, everyday advice for people seeking to better their financial situations.
Andrew enjoys working exclusively 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.”
Why did he name the company SWAN Capital? When he started the business, his mission was 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.
Vicki Long
Vicki Long | Client Ambassador
As Client Ambassador, Vicki 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, Vicki enjoys helping clients access their new accounts. If you have any questions, she will work with you to find the answers!
In her free time, you can find her and her husband at the dog beach or dashing back to the Midwest to visit their four boys and granddaughter.
Jamie Cade
Jamie Cade | Operations Specialist
As one of our Operations Specialists, Jamie is responsible for the day-to-day processing and delivery of professional services for SWAN Capital. Jamie’s passion is to make sure everything in the office runs smoothly so our clients are at ease, knowing that paperwork is being handled efficiently and appropriately.
In her free time, Jamie loves spending time with her family, including her partner, J, her son, Brandon, and their 3 dogs. They enjoy traveling and exploring new cities, eating Mexican food and going to the beach.
Lucas Juery
Lucas Juery | 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.
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.
Ashley Gonzalez
Ashley Gonzalez | Event Coordinator
As Event Coordinator, Ashley is responsible for providing clients with an enjoyable experience at SWAN Capital. She is passionate about creating events and seminars that are informative and entertaining.
Ashley has a degree in marketing from Jacksonville State University and has over 13 years of experience planning and coordinating events.
In her free time, she enjoys bird watching, making jewelry, going to local markets and attending food and art festivals.
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.
Olivia Stump
Olivia Stump | Director of Case Design
Olivia oversees case design. She works hard behind the scenes to tailor your financial plan specifically for you! She excels at creating our client’s Fiscal Houses and enjoys assembling their organization binders. Any questions related to the development of your Fiscal House, Olivia is happy to help!
Olivia is from California but has made Florida her new home with her two cats. In her free time, Olivia loves relaxing at the beach, bike rides and volunteering at her church.
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 through processing withdrawals, performance, and account changes. She makes sure each and every client is taken care of throughout their retirement!
You’ll most often find Livy with her husband, Joe, and daughter, Adrianna, camping, hiking, or at the beach.
Donella Ray
Donella Ray | Director of First Impressions
As Director of First Impressions, Donella's goal is to establish a welcoming and genuine relationship with our clients. She seeks to maintain great rapport and trust within Swan Capital.
In her free time, Donella loves spending time with her family, including her husband, Monty, 9 grandchildren and their goldendoodle, "Huck". She loves the beach and living where most vacation. Donella is an avid Georgia Bulldogs fan and loves watching college football on Saturdays in the fall.
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.