About our People
Ann C. Swift* CLU (Chartered Life Underwriter) CASL (Chartered Advisor for Senior Living)
Registered Representative with Royal Alliance Associates, Inc., Member FINRA/SIPC.
Series 7 Registration
The doors of Ann C Swift & Associates opened in 1989. Through the past 20 some years building a financial resource you can trust has been my primary goal. Making the financial products you choose understandable is essential in that goal. I feel I am very successful in this process for one important reason. I focus on listening to you!
I appreciate the complexity of the financial industry and strive to continuously stay abreast of the many changes that occur. Both understanding the financial strength of the insurance and investment companies I work with and recommend and having an established working relationship with local attorneys and tax professionals, are part of that due diligence as well. I am involved in my community through continuous volunteer activities. My hobbies; fishing, birding, wolf tracking for DNR , camping, hiking, and reading, keep me energized. I look forward to meeting you! Please know references are available upon request.
Lynn Winchell - Account Service Specialist
Joining Ann C. Swift in 2007 with over 20 years of financial and real estate experience, my goal is to continue to bring the high level of satisfaction you have come to expect from Ann C. Swift & Associates. Throughout my career, I have worked very closely with both individual and corporate clients and found one common element. That is, if a customer or client takes the time and effort to call regarding a question or concern, it is important and deserves my full attention.
This experience along with my Associate degree in Marketing has given me the foundation to work with a diverse clientele. I'll look forward to working with you!
|