Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
About Aaron Swanier
Philosophy and Guiding Principals
Aaron Swanier is dedicated to putting his clients and their financial goals first. He believes that carefully listening to his clients concerns and needs is important to maintaining ongoing long term relationships. Listening well also helps him to develop a financial plan designed to maximize his clients wealth and to help ensure a quality lifestyle.
Aaron Swanier believes he is well positioned to assist you with your financial planning needs because he has the experience to recognize opportunities, the stability to guide you through an ever changing financial environment, and the discipline to follow through.
Aaron Swanier will help assist Individuals, foundations, and businesses with solutions and portfolio management choices for each unique need.
Professional Traits and Expertise, Services and Benefits to Investors.
Using a wide array of products and services, including discretionary fee-based accounts, fee based financial planning, stocks, bonds, mutual funds, and trust services, we work diligently to find the best solutions for each client.
Working with Aaron Swanier
You will know who is managing your portfolios.
Aaron Swanier will help assist you with formulating clearly defined goals and implement customized investment solutions to help you achieve your goals.
Aaron "Chief" Swanier, AAMS ®
Financial Advisor
Aaron began Chief Investment Group in January 2008; After 14 years, he continues to devote his life to helping his clients with Asset Management. Aaron is interested in working with anyone who may need help understanding Financial Investments and the Financial Markets.
Aaron became interested in the Financial Markets when his large family started an Investment Club (Swanier Investment Group, LLC) with 25 members. That, plus attending the Air Force Institute of Technology where he received his M.S. in Cost Analysis and did extensive cost prediction and regression analysis; Aaron knew financial advising was his calling. After retiring as an Air Force Officer in 2005, he joined A.G. Edwards and Sons as a Financial Advisor.
As a Cadet on the Air Force Academy Boxing Team, Aaron was selected as an All American on the first ever National Boxing Championship Team and Aaron received the Sportsmanship Award. Aaron now referees Georgia High School and NCAA Men's Basketball which enables him to continue promoting athletic sportsmanship.
Aaron continues to hold the designation of Accredited Asset Management Specialist from the College for Financial Planning and would love to discuss Financial Markets, stocks, portfolio development, professional money management, diversification, mitigating risk, dividends, options, bonds, college and estate planning and much more with you. Please call or leave your contact information. Aaron would love to give you a no cost initial consultation.
Aaron is married to Judy Nixon Swanier and they enjoy traveling and seeing family. Aaron continues to work on his golf game.
Education:
United States Air Force Academy, Jackson State University (HBCU), B.S.
Air Force Institute of Technology, M.S.
College of Financial Planning, Accredited Asset Management Specialist (AAMS)
Financial Licenses:
Series 7 and Series 66
"Chief"
All American in Boxing for the Air Force Academy
