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Kathryn Swan

As our firm’s Paraplanner, Kathryn is a valuable resource to the financial planning process.  Kathryn assists the financial planners in creating plans that help clients reach their financial goals. She is currently studying for her SIE, Series 66, and Series 7 licensing and looks to obtain her Certified Financial Planning (CFP). 

Kathryn graduated from Grand Canyon University in April 2021 with a bachelor’s degree in Accounting. After graduation Kathryn began an internship as a Paraplanner and decided she wanted to pursue a career in finance . Kathryn is passionate and excited to learn more about the financial planning process.

When not in the office or studying, Kathryn enjoys outdoor activities such as hiking, skiing, running, and tennis as well as spending time with friends and family.