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R. Jacob Swearingen, CFP®

R. Jacob Swearingen, CFP®

Financial Planning Department– Planner

My role is centered on supporting our advisors and their clients through this in-depth planning process. This includes analyzing the client’s situation, plan design, and the development of actionable recommendations. I collaborate with the client’s advisor to help ensure that any missing pieces of the puzzle are identified and considered so we can create a concise output that captures the entire picture and maps out the road ahead toward the client’s unique financial goals and objectives.