Shane C. Swift, CFP®, CIMA®, CRPC™, AWMA™
Founding Partner, SBS Financial | Financial Advisor
Meet Shane Swift, an Accredited Wealth Management Advisor™ with SBS Financial, boasting nearly three decades industry experience. Shane's journey in finance began at Northern Illinois University, where he earned his degree after serving six years in the US Navy.
Shane began his career at Merrill Lynch in 1999, where he worked until 2008. In that year, he transitioned to LPL Financial, his former broker/dealer, and co-founded SBS Financial with two partners. He is now a Financial Advisor at RJFS. His decision to become a financial advisor was deeply personal; growing up in a household where money was tight, Shane was determined to break the cycle and help others pursue financial confidence.
Shane holds several prestigious certifications, including CFP®, CIMA®, CRPC™ (CRPC conferred by College for Financial Planning), and AWMA™. A significant milestone in his career was founding SBS Financial, which allowed him to understand and empathize with the unique needs, concerns, and goals of business owners and professionals.
He and his wife, Tracy, have four adult children: Andrew, Nathan, AJ, and Emi. Their family also includes a beloved poodle named Ellie. Shane's hobbies include watching movies, target shooting, aviation, travel and keeping a manicured lawn.
With his extensive experience, expertise, and personal understanding of financial challenges, Shane is well-equipped to help you navigate your financial journey and pursue your goals.
* Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst". Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.