• Laura Swift, CIMA®

    Founding Partner

"BECAUSE YOU SHOULD LIVE THE LIFE YOU CHOOSE."

With a passion for empowering others, Laura strives personally and professionally to create opportunities for people to live their best lives. Working with clients to assist them in defining their financial objectives and life goals, she builds individualized wealth strategies designed to help them achieve those goals. 

Credentials:

  • CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) 
  • Series 66 Uniform Combined State Law
  • BS from Illinois State University
  • Iowa Life, Health, and Variable Insurance license

Industry Experience:

  • Vice President – Investments; UBS
  • Vice President – Investments; Piper Jaffray
  • Financial Advisor; Merrill Lynch

More:

With a degree in Biological Sciences, Laura worked as a medical researcher following graduation and quickly discovered that the laboratory can be a very lonely place. As a financial advisor, she combines this long-standing interest in research with her passion for helping people realize their dreams.

Laura has two grown sons. Andrew is an investment analyst in New York City and stood on the platform of the New York Stock Exchange for the opening bell on August 8th, 2014. Nathan received his master's of music degree in 2017 from the Bard Conservatory Graduate Vocal Arts Program. He is currently based in New York City, where he participates in various opera and concert opportunities.

"To me, nothing is more energizing than authentic, courageous conversation that evokes learning on both sides."

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.