About our People

Ann C. Swift* LUTCF CLU CASL

Registered Representative with Royal Alliance Associates, Inc., Member FINRA/SIPC.

Series 7 Registration 

Having worked in the area of financial/insurance services for over 15 years. As an active member of the communities I live in,  I have worked hard to build business on a very high level of trust. I have established relationships with sound companies in order to bring my clients competitive products and pricing. I also have established relationships with leading professionals in the estate and retirement planning areas. Attorneys that specialize in will preparation and estate planning documents, tax professionals that understand and can assist with specific tax issues, health care providers that understand the delivery of services in your area are all essential to my understanding of your needs and working through answers to these.  It's more than just buying an investment or insurance product!

Finding helping individuals and business owners assess their needs and then working with them to find the products that can accomplish their goals very rewarding. Making the financial products you choose and pay for understandable is essential in this process.

I look forward to work with you. Whether it's benefit or estate plans, life insurance, investing for your child's education, evaluating your retirement assets and income needs, long term care planning or any of the other services I offer, I will strive to provide an objective review.

Please know referrals 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!