Our Team

Brian Swinehart
Financial Advisor
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CREDENTIALS
Bachelor of Science - Management, United States Military Academy

 

EXPERTISE
My seventeen years of corporate experience along with previous exposure to the field of financial advising provides me with an appreciation for how little time there is for many executives/managers to devote to the incredibly important task of planning for one's financial future.

 

FAVORITE BOOK
"Into the Mouth of the Cat" - Malcolm McConnell

 

PERSONAL PURSUITS
Throughout my life, I have have been involved in various sports leagues from baseball to triathlon and running clubs; having young kids has put a "pause" on those activities in recent years, but I look forward to doing them again as a family. Anything that gets us outdoors is what matters most. Also, one day, I would like to beat my dad in a round of golf...

 

WORDS TO LIVE BY
"For those to whom much is given, much is required. It is not whether you get knocked down, it is whether you get up. There is no substitute for victory." - General Douglas MacArthur

 

HOME OFFICE
Winona Lake, IN