DIRECTOR OF WEALTH MANAGEMENT

Sam Swisher

 

 

Sam joined us recently after a successful career in tax law and financial planning in Chicago. Sam moved down to Lake Wylie to enjoy the outdoors that the Carolinas offer (boating, fishing, tennis).

Sam is a member of the River Hills/Lake Wylie Lions Club, and serves on the Finance Committee of the River Hills Community Association.

Sam enjoys the problem solving nature of financial planning. He has brought a unique set of skills together with his law, accounting and financial planning background to bring creative solutions to client situations.

 

 

The most rewarding moments are when a client is concerned about a problem and after talking it through we find a solution that removes the anxiety of the situation. Removing the fear from financial issues will allow the client to accomplish more of what is important to them in life.
— Sam Swisher
 

 

Area of Focus

All areas of financial planning: cash flow planning, tax planning, retirement planning, portfolio analysis, insurance needs analysis, college savings, estate planning.

 

 

Education

 

 

Professional Designations

  • Attorney at Law, Illinois Bar Association

  • CPA, Illinois CPA Society

  • CFP®, Certified Financial Planner

 

 

Work Background

  • Tax Department, Coopers & Lybrand, CPA’s (predecessor to PWC) – 2 years

  • Associate General Tax Counsel, Amoco Oil Corporation/BP Corporation – 24 years

  • Relationship Manager, Vantage Financial Partners, Chicago, IL – 11 years

  • R.P. Boggs & Co. – 2016 to present

 

LEARN MORE ABOUT:

PAUL BOGGS
Chief Investment Officer

DEB DAGILUS
Director of Operations

DEREK LEWIS
Director of Planning


 
 

Ready to Take the Next Step?

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