Leftotooright:oFrankoBoley,oCFA,-CFP®,-CIMA®,-Senior-Vice-President, Financial Advisor, Assistant Branch Manager; Jamie Williams, FPQP™, Branch Operations Manager, Registered Client Associate; Jennifer Covolo, Registered Client Associate; Megan Cook, CWP, Financial Advisor; and Tracy Swanson, CWS®, Senior Vice President, Financial Advisor, Branch Manager.


Welcome, and thank you for taking the time to get to know us a little better. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one’s financial life. We believe that a client’s investments, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan. Please take a minute to look at our Strategic Retirement Process, and remember that when it comes to your money, knowledge and experience matters. Swanson & Boley Wealth Strategy Group offers the strength of advice you need to plan and prosper during every stage of your financial life.

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