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

Financial Advisor
Swan Capital, Swan Capital Community, Swan Capital Team

Lucas Juery, CFA®, CFP®

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

Vicki Long

Portfolio Specialist
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Kallie Hatfield

Client Services
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Jamie Via

Operations Specialist
Therese

Therese Ponce, FPQP®

Financial Planning Team
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Jacob Hawkins, FPQP®

Financial Planning Team
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Elise Brassell

Client Ambassador
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Brandon Clark

Client Ambassador
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Laura Mayo

Event Engagement Specialist
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Madison Holland

Community Outreach Specialist
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Michaela Banks

Director of First Impressions
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Erica Tawzer

Executive Assistant
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Katie Lortie

Human Resources Generalist
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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.