Rich Swanson

Rich Swanson is a seasoned financial services professional with extensive experience in retirement plan consulting and investment solutions. Currently serving as a 401(k) Consultant at Sequoia Consulting Group since May 2022, Rich specializes in optimizing client retirement experiences and integrating benefits services to support employee financial independence. Prior to this role, Rich was the Defined Contribution Solutions Director at Aon, overseeing sales and growth in investment consulting for mid to large plan sponsors. Rich's career also includes positions as Managing Director at NASDAQ, where valuable relationships with C-suite executives were fostered, and as Director at Standard & Poor's, leading sales for the S&P Portfolio Advisor program. Earlier experience includes managing a Midwest territory for Ibbotson Associates and a Bachelor of Business Administration in Finance from the University of Iowa.