Our Team Advisors Dan Wolford, MBA, CFP® President | Chief Compliance Officer firstname.lastname@example.org 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 email@example.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... Read more Brett Vandervort Director of Operations firstname.lastname@example.org 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,... Read more Zachary Kountz, CFP® Financial Advisor email@example.com Zach joined Swisher Financial Concepts in June of 2016. Introduced to the firm by a friend from church, Zach quickly realized what set SFC apart. The environment created by its leadership has been perpetuated by a team with similar... Read more Administrators Lori Fournier Administrative Assistant firstname.lastname@example.org 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... Read more Brandon Myers Operations Assistant email@example.com Brandon is excited to join the profession after a lengthy stint in the grocery business, working his way into management before deciding to follow aspirations for financial planning. Brandon has an Associate’s degree in Business... Read more Brian Wolford Director of Client Care firstname.lastname@example.org 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 Want to learn more? Contact Us!