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

Andrew McNair

Founder and CEO
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Will Moy

Wealth Manager
Swan Capital, Swan Capital Community, Swan Capital Team

Lucas Juery, CFA®, CFP®

Portfolio Manager
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Jacob Hawkins, FPQP®

Portfolio Specialist
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Kallie Hatfield

Fund Specialist
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Jamie Via

Operations Specialist
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Toni Dean

Operations Specialist
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Therese Ponce, FPQP®

Financial Planning Specialist
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Timothy Heggdal

Financial Planning Specialist
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Elise Brassell

Client Ambassador
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Sofia Gallegos

Client Ambassador
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Brandon Clark

Client Ambassador
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Laura Mayo

Director of Marketing
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Madison Holland

Event Planner
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Madison Phillips

Engagement Specialist
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Celia Turpin

Engagement Specialist
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Michaela Banks

Director of First Impressions
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Patti Weidenbacher

Client Communications
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Erica Tawzer

Executive Assistant
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Katie Lortie

Director of Growth & Culture
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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.