Broker Check

ADVISORS

DAN WOLFORD | MBA, CFP®

Owner

dwolford@swisherfinancial.com

Dan is currently the sole owner of the firm and its managing officer. In May 1997, Dan partnered with Gary Swisher, the firm’s founder, to realize a dream of becoming a financial advisor. Prior to this career change, Dan had...

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MICHAEL A. HENN | CFP®, MFE
 

Senior Investment Strategist/Financial Advisor

mhenn@swisherfinancial.com

Upon graduating from The Ohio State University with a Bachelor of Science in Family Financial Management, Michael entered the financial services industry in 2002 and began working as a Financial Advisor for a Northwestern Mutual...

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BRETT VANDERVORT

Financial Advisor

brett@swisherfinancial.com

Brett signed on to the Swisher Financial team in February of 2014, after completing his Bachelors of Business and Administration in Economics from Kent State University. He has continued his education by obtaining his Ohio Life,...

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ZACHARY KOUNTZ

Financial Advisor

zach@swisherfinancial.com

Zach joined the Swisher Financial team in June of 2016. In addition to receiving his Bachelor of Science degree in Financial Planning from Franklin University, Zach has obtained his Life, Accident & Annuities license as well as the...

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ADMINISTRATORS

KELLY FRERE

Administrative Assistant

kelly@swisherfinancial.com

Kelly came to Swisher Financial Concepts in February of 2016. She grew up in Springboro, Ohio and went on to attend the University of Tennessee in Knoxville, where she earned a Bachelor of Arts in Political Science. Soon after...

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Lori Fournier

Administrative Assistant

lori@swisherfinanical.com

Lori joined Swisher Financial in September 2017. Lori is from Westerville and graduated from Westerville South High School. After 9 years working for an unemployment insurance/ workman’s compensation firm in Westerville, she took...

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