When planning for the future you desire, leave nothing to chance.
Our forward-thinking investment and wealth management team helps clients identify and pursue their vision of financial success at every stage of life.
Meet Our Financial Advisors
President, Lead Wealth Advisor
Sherri began her career more than forty years ago as an intern at the practice and became president in 1994.
Chief Investment Officer, Wealth Advisor
With 20+ years of experience, Jason works best with clients in need of comprehensive wealth management solutions.
Wealth Advisor
A passionate advisor, Jill is a key contributor to our blog and podcast, aimed at newer investors.
Wealth Advisor
Tyler is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years.
Wealth Advisor and Portfolio Implementation Lead
With her strong analytical background, Jessie oversees trading and portfolio review as a key member of our investment team.
Wealth Advisor
With 20+ years in the financial services industry and nearly 10 years as a Wealth Advisor, Tori serves as an important part of SWMG.
“Wealth is the ability to fully experience life.”
- Henry David Thoreau
Our Practice Has Been Featured In
Ready to start the conversation?
We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.
