Mike Swanson, CFP®

Lead Advisor

Mike Swanson enjoys developing financial plans to help clients live comfortably and minimize worries 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 enjoys exploring the natural beauty of Colorado with his family. As an Eagle Scout, he continues to uphold the values of the Scouting movement and hopes to remain involved in the organization throughout his life. Mike, his wife Sammy, and their son Tommy live in Denver and spend their free time visiting Colorado’s top ski resorts, playing rounds of golf, and discovering new camping spots in the Rockies.

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