Ann L. Swartz

Ann Swartz has been in the financial industry since 1988. In her role as Chief Operations Officer, she focuses on streamlining processes, improving communications and finding creative solutions to the challenges inherent in building a strong financial organization.

A graduate of Clark University with a degree in Economics, Ann is a firm believer in ongoing education in maintaining the highest levels of professionalism. She received her Chartered Life Underwriter (CLU) designation, her Chartered Financial Consultant (ChFC) designation, her Chartered Advisor for Senior Living, (CASL) designation, and the Chartered Leadership Fellow (CLF). In addition to earning numerous awards in the financial industry, she completed a Leadership Best Practices degree at Harvard Business School in 2010.

Chartered Advisor for Senior Living (CASL) conferred by The American College.