Ms. Swan, is a CERTIFIED FINANCIAL PLANNER™ practitioner providing comprehensive financial planning and investment services, and has been with Allegheny since 1983. She specializes in helping individuals clearly identify their financial goals and assists them with wealth accumulation and preservation, with particular focus on portfolio management and tax planning. Her services include pre- and post-retirement planning, education planning, and insurance, as well as advice and help with pension rollovers, IRA distributions, and estate transfer.
01CFP® Practitioner, Certified Financial Planner Board of Standards
02Licensed securities representative
03Licensed investment advisor representative
04Licensed insurance representative
01Member, Pittsburgh Chapter, Financial Planning Association
01Serves as an Extraordinary Minister of Holy Communion and as a Pastoral Council member of St. John the Baptist Roman Catholic Church of Monaca, PA
Our practice provides comprehensive financial planning and investment management to individuals, businesses, non-profit organizations and retirement plans. We pay close attention to each client’s unique circumstances and objectives. This focus is essential to providing advice and counsel for the successful implantation of a client’s financial plan. We believe in a strategic approach involving professional management of assets, proven methods of asset allocation and a thorough planning process.