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
Will Moy
Lucas Juery, CFA®, CFP®
Jacob Hawkins, FPQP®
Kallie Hatfield
Jamie Via
Toni Dean
Therese Ponce, FPQP®
Timothy Heggdal
Elise Brassell
Sofia Gallegos
Brandon Clark
Laura Mayo
Madison Holland
Madison Phillips
Celia Turpin
Michaela Banks
Patti Weidenbacher
Erica Tawzer
Katie Lortie
Natasha McNair
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.
Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.