Meet the SWAN Capital Team

Our team of professionals strives daily to help you work toward the retirement you have dreamed about.

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Meet the Team

SWAN Capital is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Vicki_Long

Vicki Long

Client Ambassador
Jamie_Cade

Jamie Cade

Operations Specialist
lucas

Lucas Juery

Portfolio Manager
ashley

Ashley Gonzalez

Event Coordinator
Ciara_Church

Ciara Church

Operations Specialist
Olivia_Stump2

Olivia Stump

Director of Case Design
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Livy DiFilippo

Director of Client Services
Donella_Ray

Donella Ray

Director of First Impressions
lucy_brabham

Lucy Brabham

AL Director of First Impressions
sydney_norris

Sydney Norris

Client Communications

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.