Dan Wolford, MBA, CFP®

Dan Wolford, MBA, CFP®

President | Chief Compliance Officer

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 current owner and President of the firm, Dan considers it a privilege to work with the extremely talented and caring team at SFC, where clients and their families are served with the diligence, respect, and care that has become the very fabric of our character and culture.

Dan is a CERTIFIED FINANCIAL PLANNER™ certificant, holds an MBA degree from The Ohio State University, and BA degrees in Accounting and Finance from Otterbein. He also maintains his FINRA Series 7, 24, 63 & 65 registrations in addition to his Life, Health and Annuities license. Family is a high priority in the Wolford home, and Dan’s wife, Kim, is the glue that holds it all together. Together, they have parented four daughters and a son. Dan’s interests include camping and swimming with the family, and Ohio State Football.

The foundation of Dan’s practice and the recipient of any glory found within it are God’s alone. Dan, Kim, and family are all members of Vineyard Church of Delaware County and enjoy their service to the Lord there.