"Swanny" has nearly two decades of experience in the financial services industry. Among his awards and credentials is that of Chartered Life Underwriter, one of the oldest and most-respected designations in the industry. His approach is to educate clients and partner with them in identifying and achieving their retirement goals.
Current role
CEO, Lazard Financial Advisory at Lazard
Strategic & Financial Advisor at Embria
Financial Advisor at Hurlow Wealth Management Group
Office Manager, Financial Advisors at Park View Federal Credit Union
Financial Advisor at Bay Point Wealth
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