Our Team Advisors Dan Wolford, MBA, CFP® President | Chief Compliance Officer email@example.com Dan joined Gary Swisher in 1997 to realize a calling of one day becoming a Financial Advisor. The present-day culture of the firm traces its DNA all the way back to those early days when Gary instilled so many core values. As the... Read more Michael A. Henn, CFP®, MFE Director of Investments firstname.lastname@example.org 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... Read more Brett Vandervort Director of Operations email@example.com Brett signed on to the Swisher Financial team in February of 2014, after completing his Bachelor’s in Business and Economics from Kent State University. He started building his knowledge of the industry from the ground up... Read more Zachary Kountz, CFP® Financial Advisor firstname.lastname@example.org Zach believes that financial advisors often get the numbers right but the people wrong. Zach has life-centered conversations with clients to help them enjoy life now, as well as plan for upcoming transitions... Read more Administrators Lori Fournier Client Relationship Specialist email@example.com Lori joined Swisher Financial in September 2017. Lori is from Westerville. After 9 years working for an unemployment insurance/ workman’s compensation firm in Westerville... Read more Brandon Myers Operations Assistant firstname.lastname@example.org Brandon decided to follow his passion of financial planning and joined the Swisher Financial team in 2017. He has since partnered with Brett and the rest of the team to assist with keeping the systems and operations running smoothly... Read more Brian Wolford Director of Client Care email@example.com Brian joined Swisher Financial Concepts in March of 2020. Brian comes from a long history of sales and client care in the telecommunications industry where he spent 30 years. Brian has a degree from Otterbein College in Management and... Read more Tracy McVey Administrative Assistant 614-890-1930 614-890-1981 firstname.lastname@example.org Tracy joined Swisher Financial in May 2021 and has lived in Westerville for 30 years after growing up in Heath, Ohio. Prior to coming on board at Swisher Financial, Tracy spent time working at the Westerville and New Albany Chambers of... Read more Want to learn more? Contact Us!