Meet the SWAN Capital Team

Our team of professionals strives 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

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

Lucas Juery

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

Ashley Gonzalez

Director of Marketing
Swan Capital, Swan Capital Community, Swan Capital Team

Ciara Church

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

Livy DiFilippo

Director of Client Services
Swan Capital, Swan Capital Community, Swan Capital Team

Matt Armstrong

Chief Operating Officer
Swan Capital, Swan Capital Community, Swan Capital Team

Kallie Hatfield

Client Services

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.