Kai Swick

Kai Swick is a financial services professional with a solid background in financial planning and tax preparation. Currently serving as a Registered Representative at Independent Financial Group, LLC since July 2023, Kai also holds a position as a Financial Advisor and Tax Preparer at Solomon Wealth Management since June 2022. Previously, Kai worked as a Licensed Insurance Agent at Mutual of Omaha from July 2022 to March 2023 and gained analytical experience as a Data Analyst at San Diego Tax & Financial Associates from January 2021 to May 2022. Kai Swick obtained a degree in Financial Services, focusing on Financial Planning and Services, from San Diego State University, completing studies in August 2023.