Our Team

Stephen D. Swift. ChFC
Sales and Relationship Management

Direct: 315-438-8690 x 13

Steve is a founding member and is responsible for developing and managing relationships with Financial Advisors and clients. Steve has more than 20 years of experience training and guiding Financial Advisors in developing their fee-based practices, financial planning and investment management for clients. Steve received his BS in Education from the State University of New York College at Buffalo in 1979 and his Chartered Financial Consultant (ChFC) designation from The American College in 2001.

Steve has served in the community as the past President of the Syracuse City School Board, and is currently serving on the board as a Commissioner of Education.