Meet the Team

concierge level service

Corporate Team

Chief Marketing Officer, SWG
Branch Professional, RJFS

General Counsel, SWG
Branch Professional, 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 Professional, RJFS

Director of Operations, SWG
Reg Client Service Assoc., RJFS

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