Background

Prior to beginning my career in financial services, I attended the University of Illinois at Urbana-Champaign where I obtained a B.A. degree with a concentration in Economics and Finance.  I also had the privilege of playing football for the Fighting Illini from 1986-89, and was fortunate to end a successful career as a linebacker and co-captain on a team that finished #10 in the AP and UPI 1989 National Rankings. 

Since becoming a Certified Financial Planner in 1993, I have been able to establish and maintain an extensive network of professional relationships within the Financial community.  Prior to joining Swisher & Walker Financial Group in 2006, I ran my own financial company, SCG Associates, Inc. for three years.   From 2000-02, I was part owner of a financial planning company, Macbeth & Associates, Inc..  I spent the preceding five years working as a financial adviser for both Re-Direct Services, Inc. & Re-Direct Securities Corporation in Villa Park, IL.

Mission

The primary goal of Swisher & Walker Financial Group is to provide comprehensive financial services to individuals, families, and small businesses through a team of financial professionals. Each team member has their own area of expertise, with mine being active Investment Management. 

Comprehensive advisory services are intended to extend beyond basic financial needs.  In the process of recommending financial strategies to clients, we believe it is essential to consider tax ramifications, short and long-term time horizons, as well as lifestyle goals.  Such planning is an ongoing process of cooperation between the financial adviser and his/her client that must be based on honesty, accessibility, and education.

To help clients navigate through today’s ever-changing and complex financial environment, we also believe it is important to employ a flexible, and sometimes leading edge philosophy when recommending financial strategies.  To carry out these strategies, it is imperative that we utilize financial products that are backed by institutions with impeccable financial ratings and credentials, long histories of solid performance, and good client relations.