Zach Swaffer, CFP®
Certified Financial Planner™ at Brown and Company, Inc.- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Non-Resident Producer - Accident and Health, Life
Michigan Department of Insurance and Financial ServicesFeb, 2019- Nov, 2024 -
Non-Resident Producer - Life & Annuities
Commonwealth of Virgina Bureau of InsuranceJan, 2019- Nov, 2024 -
Uniform Investment Adviser State Law Examination (Series 65)
FINRA (Financial Industry Regulatory Authority)Jul, 2018- Nov, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardDec, 2020- Nov, 2024 -
Resident Producer - Accident and Health, Life
Colorado Division of InsuranceNov, 2018- Nov, 2024
Experience
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Brown and Company, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner™
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Dec 2021 - Present
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see the contact and personal info section above. Series license Registrations held through LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown and Company, Inc. are registered to do business, please visit www.brownandco.com. Show less
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Trilogy Financial
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United States
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Financial Services
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100 - 200 Employee
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Wealth Advisor
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Apr 2018 - Dec 2021
As a Certified Financial Planner™ and Decision Coach I help my clients identify their priorities, construct a personalized financial plan so they can reach these priorities efficiently, and provide ongoing coaching and support to help make qualitatively better decisions over time. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness For a list of states in which I am/we are registered to do business, please visit {https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=281597} Show less
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Chemical Bank
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United States
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Banking
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700 & Above Employee
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Credit Analyst Leadership Development Program
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Jan 2017 - Apr 2018
• Assessed credit risks and mitigating factors for each loan request to determine the borrower’s credit worthiness; made recommendations for loan structure changes to maximize the bank’s ROI • Identified financial trends for businesses and individuals using liquidity, profitability, and leverage ratios • Evaluated economic factors for companies • Performed thorough tenant, market, and NOI analyses for commercial and residential real estate loan requests using financial statements, leases, appraisals, and market reports • Conducted stress test/sensitivity analysis to identify the effect on cash flow due to fluctuations in interest, vacancy, and lease rates • Presented loan packages to senior leadership for approval • Participated in client meetings with relationship managers and senior management • Attended monthly and quarterly meeting to develop strong leadership and business skills Show less
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Mission Table Fine Dining
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Traverse City, MI
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Bartender
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May 2015 - Aug 2016
•Interacted with customers to upsell and ensure a pleasant experience •Developed new system of bar set up to maximize efficiency •Operated under high pressure to complete multiple tasks at the same time while maintaining a high quality of service •Interacted with customers to upsell and ensure a pleasant experience •Developed new system of bar set up to maximize efficiency •Operated under high pressure to complete multiple tasks at the same time while maintaining a high quality of service
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Traverse City Saint Francis
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Traverse City, MI
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Weight Room Supervisor
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May 2014 - Aug 2015
•Motivated others in a positive manner to achieve results •Coached others to help them learn correct lifting techniques •Oversaw opening of weight room and ensured rules were followed •Motivated others in a positive manner to achieve results •Coached others to help them learn correct lifting techniques •Oversaw opening of weight room and ensured rules were followed
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Mission Table Fine Dining
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Traverse City, MI
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Server Assistant
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May 2011 - Aug 2014
•Monitored guest area and responded to requests or needs promptly •Coordinated my efforts with the servers to provide the highest quality dining experience •Monitored guest area and responded to requests or needs promptly •Coordinated my efforts with the servers to provide the highest quality dining experience
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Education
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2012 - 2016
Hillsdale College
Bachelor's degree, Finance and Financial Management Services -
2009 - 2012
Traverse City Saint Francis
High School
Community
