Meet The Team

concierge level service

Corporate Team

Director of Marketing, SWG
Branch Associate, RJFS
General Counsel, SWG
Branch Associate, RJFS
Chief Investment Officer, SWG
Senior Wealth Advisor, RJFS
EVP, National Sales, SWG
Senior Wealth Advisor, RJFS
Director of Compliance, SWG
Registered Principal, RJFS
Chief Executive Officer, SWG
Senior Wealth Advisor, RJFS
Chief Operating Officer, SWG
Branch Associate, RJFS
Director of Operations, SWG
Reg Client Service Assoc., RJFS

Wealth Management Teams

Managing Your Money Doesn’t Have To Be Complicated

When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.