In 2010, I started my career in financial services.
Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.
By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.
Over the years, I helped people at every stage of life:
Those just starting out.
Those at the end of their journey, focused on legacy.
And everyone in between.
Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.
Eventually, it became clear—
My biggest impact would be helping people transition into retirement.
By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, fitness, fun, and fulfillment.
That’s why I founded Retire With Swan.
We don’t just focus on numbers.
We focus on people.
To make the retirement transition easier, faster, and more transformational,
I crafted the Swan Song System and GRACE Framework.
These systems simplify the complexities of retirement planning.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.
If you’re planning your transition into retirement, I’d love to help.
And remember:
It’s never too late—or too early—to better plan your exit.
