Jeffrey L. Swearingen MBA  AIF

Growing up next door to a wealth advisor and making his first investment at age 12, Jeff has seen firsthand what this industry can do for individuals.

With nearly 25 years in financial services, Jeff has built a successful practice around lasting relationships, sound advice, and a genuine commitment to his clients and community. He believes that good relationships start with listening, earning trust, and being there when people need you.

A University of Kansas graduate - Rock Chalk Jayhawk - Jeff also holds an MBA and AIF® certification and brings both financial expertise and real-world business experience to his work. Before entering financial services, he held leadership and ownership roles in the retail and service industries, experiences that give him a personal understanding of the passion, sacrifice, and risks that come with building and owning a business.

Giving back to the community, particularly to youth, has always been important to Jeff. He has served as a scout leader, coach, fundraiser, and community volunteer, as well as on local boards and advisory organizations, including Keller ISD’s Career and Technical Education Advisory Board, Golden Triangle Rotary Foundation, and Grapevine Community Sailing Education Foundation.

Jeff and his wife, Laura, another Jayhawk, have been married for more than 30 years. They have two sons and enjoy sailing, cooking, and spending time with family and friends.