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Kathryn Swan

Kathryn Swan

Wealth Manager

As a Wealth Manager, Kathryn is a valuable resource to the financial planning process. She assists clients with modeling out financial plans in Emoney along with creating what-if scenarios that provide insight into their future net worth. Kathryn holds her FINRA Series 66 and Series 7 registrations along with her Life and Health Insurance license. She is currently studying to obtain her Certified Financial Planning (CFP) designation. 

Kathryn graduated from Grand Canyon University with a bachelor’s degree in Accounting. She began as a Paraplanner with Blakely Walters and moved into the Wealth Manager role in 2022. 

Originally from Bend, Oregon, during the summers Kathryn enjoys the cooler weather and outdoor activities that Central Oregon has to offer. When not playing tennis, you can find her exploring new coffee shops, skiing in Park City, Utah, or attempting to train for a half marathon.