Brian Swinehart
Brian Swinehart
Brian is a Financial Advisor
My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one’s financial future.
Credentials
Bachelor of Science – Management,
United States Military Academy
CERTIFIED FINANCIAL PLANNER™
Community
Board President
Board Member
Brian’s Words to Live By
“For those to whom much is given, much is required. It is not whether you get knocked down, it is whether you get up. There is no substitute for victory.”
-General Douglas MacArthur
Personal Pursuits
Throughout my life, I have have been involved in various sports leagues from baseball to triathlon and running clubs; having young kids has put a “pause” on those activities in recent years, but I look forward to doing them again as a family.
Anything that gets us outdoors is what matters most. Also, one day, I would like to beat my dad in a round of golf.
Favorite Book
“Into the Mouth of the Cat”
by Malcolm McConnell
As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Warsaw work for you call 800-888-7968 or email info@sym.com.
