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 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.
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 | Director of Marketing
As Director of Marketing, Ashley is responsible for turning ideas into reality. When she is not crafting campaigns or navigating the ever-changing marketing landscape she is creating unforgettable experiences through client events.
Ashley has a degree in marketing from Jacksonville State University and has over 16 years of experience in marketing and 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.
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.
Matt Armstrong
Kallie Hatfield
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 ensure everyone on the SWAN Capital team has the training, tools, and technology required 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.
Kallie Hatfield | Client Services
As part of our client services team, 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.
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.