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Meet Susan S. Swinehart, Esq.

Over 25 years of planning experience ready to work for you - call for a FREE consultation today!

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About Susan S. Swinehart, Esq.

Broker/Financial Planner/Attorney

Professional Accreditation:

  • Licensed in insurance with the state of Ohio
  • Series 7 Securities Registration
  • Series 63 Securities Registration
  • Series 65 Securities Registration

Client Services:

  • Tax Reduction
  • Retirement Accumulation
  • Family Wealth Planning
  • Distribution Planning

Education:

  • University of Dayton School of Law, J.D.
  • Wright State University, Masters in Education Curriculum and Supervision
  • Ohio State University, B.S. in Education

Professional Experience:

  • Financial consultant since 1986
  • Attorney since 1986 with focus on estate-planning
  • Registered Representative with SagePoint Financial, Inc., member FINRAISIPC
     

Member:

Past President of Troy Noon Optimist; Former Ambassador with Troy Area Chamber of Commerce; Graduate of Leadership Troy; Troy Rotary Club, New Neighbors League Club Sponsor; Past President of Children's International Summer Village; International Who's Who of Professionals; Member of Altrusa; Member of The American Heart Association Go Red North Committee.

Other:

Mrs. Swinehart is an active speaker on estate planning and investment opportunities.

Personal:

She is widowed and has two children, Kristen and Brian. Kristen is a graduate of Florida Coastal School of Law and is licensed to practice in Florida. Brian lives in California doing stand-up comedy. She enjoys traveling, cooking, reading, walking and spending time with family.

Member FINRAISIPC.

Call for your FREE consultation today!

 937-339-3285

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