We are a family owned and operated team of financial planners. We are here to help you in all aspects of financial planning such as, investment planning, retirement planning, tax planning, risk management, and estate planning. We are here to educate and assist you in all the financial parts of your life. We want to ensure that you receive a high quality of service and feel confident in your financial decisions, as well as reach all of your objectives and goals you have set for yourself.
Our team consists of: Candace K. Swayne who is the president, William M. Swayne II who is the CEO, and myself, William M. Swayne III, where I am the director of investments. Candace Swayne is our president and co-founder of WMS Financial Planners, Inc., at home though we like to call her mom. Candace is primarily responsible for: personnel management, bookkeeping, business processing, and strategic planning. She spends a large amount of her time dealing with office duties, which enables my father and I to focus on our clients and all of their planning needs. Not only does Candace hold everything together at the office, but also at home. She is the mother of 5, grandmother of 14, and great grandmother of 1. She also remains very active in the community, with her involvement in Youth for Christ chapters. William M. Swayne II, who founded this company with my mother several years ago, is the CEO. My dad received his Bachelor’s of science in psychology at the University of Washington and then went on to serve in the U.S. Air Force for four years as a Romanian Linguist during the conflict with Vietnam. After he was honorable discharged from the military, he went on to get his MBA in finance from City University. He then received his certification as a financial planner, as a financial consultant, and charter life underwriter. He also is active in many organizations such as, serving on the national board of Youth for Christ USA, was the ex-officio director of the TICA/REISA board and founding char member of the Marketing Committee of TICA. I make up the last of our team as the director of investments. I hold a BS in business management, which I regularly use in my position. I focus on improving the efficiency of daily operations, as well as developing investment strategies and financial plans. All of us together make for the best customer experience.