Swisher Financial Concepts, Inc.

Daniel Wolford is a CFP® professional with 28 years of industry experience. He is currently with Swisher Financial Concepts, Inc., where he has worked since 2011, and previously spent over two decades at The O.N. Equity Sales Company. Outside of financial advising, he is a 50% member of Kidman, LLC, a real estate ownership entity with his spouse. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, offering fee-based financial planning, investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and also provides tax-preparation and small-business management consulting services.

Brett Vandervort is a financial advisor at Swisher Financial Concepts, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Swisher Financial Concepts in two separate periods totaling 12 years, as well as at THE O.N. Equity Sales Company for three years. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm employs a combination of fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Zachary Kountz is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Swisher Financial Concepts, Inc. since 2016 and previously held roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory work, he is involved in insurance activities related to life, health, accident, and disability coverage. Swisher Financial Concepts serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing fee-based financial planning, investment management, pension consulting, and additional services such as tax preparation and small-business management consulting. The firm uses a combination of fundamental and technical analysis to develop client-specific investment policies and offers both discretionary and non-discretionary portfolio management.

Michael Henn is a CFP® professional with 23 years of industry experience. He has been with Swisher Financial Concepts, Inc. since 2008 and previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he is licensed to sell life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-based financial planning, investment management, and pension consulting. The firm combines fundamental and technical analysis to develop client-specific investment policies and offers additional services including tax preparation and small-business management consulting.

Christopher Brubaker is a financial advisor at Swisher Financial Concepts, Inc. with three years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Roger D Fields Associates Inc. Outside of his advisory role, he works as a golf caddy at two clubs in Ohio. Swisher Financial Concepts serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing fee-based financial planning, individualized investment management, and pension consulting. The firm integrates fundamental and technical analysis to develop client-specific investment policies and offers additional services such as tax preparation and small-business management consulting.