Mike Swanson, CFP®

Lead Advisor

Mike Swanson enjoys developing financial plans to help clients live comfortably and worry-free in retirement. As a Lead Advisor, he meets directly with clients where he focuses on identifying goals, providing recommendations, and implementing planning strategies.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Mike decided to pursue his career after he became fascinated by his financial planning coursework at the University of Colorado. He credits his long involvement with the Boy Scouts for inciting his passion for helping others, which he fulfills as an advisor. Mike hopes he can help the clients he serves provide for the people they love, contribute to the causes they care about, and create a lasting impact in their communities.

Outside of the office, Mike loves to explore the natural beauty of Colorado. An Eagle Scout, he strives to embody the values of the Scouting movement and hopes to continue his involvement with the organization throughout his life. Mike and his wife, Sammy, live in Denver and enjoy frequent trips to the Rockies’ best downhill ski resorts, golf courses, and camping destinations.

Education and Designations

• CERTIFIED FINANCIAL PLANNER™, CFP Board

• Notary Public, State of Colorado

• Bachelor of Science, Finance and Accounting, University of Colorado at Boulder

• Associate of Arts, Business Management, Pikes Peak State College

Memberships and Community Involvement

• Toastmasters International

• Boulder County Estate Planning Council

• Boulder Chamber of Commerce

• Boy Scouts of America

• Red Rocks Church

• Habitat for Humanity