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 | Founder & CEO 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.
David Acuff
David Acuff | Chief Operations Officer
Will Moy
Investment Adviser Representative
Will Moy | Wealth Manager, Investment Adviser Representative
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.
Jacob Hawkins, FPQP®
Jacob Hawkins | Portfolio Specialist, FPQP®
Alex Hatfield
Alex Hatfield | Client Service Specialist
Jamie Via
Jamie Via | Operations Specialist
Toni Dean
Toni Dean | Operations Specialist
Therese Ponce, FPQP®
Therese Ponce, FPQP® | Financial Planning Specialist
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.
Timothy Heggdal
Timothy Heggdal | Financial Planning Specialist
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.
Sofia Gallegos
Sofia Gallegos | Client Ambassador
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.
Laura Mayo
Laura Mayo | Director of Marketing
As Director of Marketing at SWAN Capital, Laura leads the company's digital strategy, branding, and client experience initiatives, from first impression to long-term engagement.
She oversees everything from email and digital marketing to live events, ensuring every touchpoint reflects the company's mission to help clients Sleep Well At Night. But her role extends far beyond marketing. Known internally as a go-to problem solver, Laura plays a key role in shaping processes, guiding decisions, and supporting teams across the organization.
With over 14 years of experience spanning financial services to fashion, including work in branding, e-commerce, and merchandising, she brings both creative vision and operational clarity to everything she touches.
What drives her most is the opportunity to make a tangible impact by building systems, solving problems, and creating experiences that truly resonate. She's especially passionate about the moments where marketing meets real life, connecting with clients at events and seeing the direct impact of the company's work.
Outside of the office, you'll find her boating with friends and family, spending time with her nephews, working on a puzzle, or learning Mahjong!
Madison Holland
Madison Holland | Event Specialist
Madison Phillips
Madison Phillips | Engagement Specialist
Celia Turpin
Celia Turpin | Engagement Specialist
Patti Weidenbacher
Patti Weidenbacher | Client Experience Specialist
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 French
Katie Lortie | Director of Growth & Culture
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.
Natasha McNair
Natasha McNair | Cygnet Real Estate Valuation Specialist
Kallie Hatfield
Kallie Hatfield | Client Service 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.