Hannah Swigert
Columbia Financial, Inc., President and Financial Planner
- Role
- President, Columbia Financial, Inc at Columbia Financial
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Hannah Swigert
Hannah Swigert has been a part of the financial services industry for over 15 years…
Experience
President, Columbia Financial, Inc
Jan 2006 — Present · Centerville, OH, US
Columbia Financial provides comprehensive advice through a holistic approach to planning. Every client is unique, and as such Columbia Financial employs thorough fact finding and meticulous research to arrive at the most appropriate and achievable plan of action for each individual, family and business. In 2006, Columbia Financial began as an education based financial consulting firm. The firm’s methodology was to bring together a team of professionals including the client’s accountants, attorneys, insurance professionals and business advisors to work collectively on a cohesive financial plan for the client. By 2007, Columbia Financial was incorporated in the state of Ohio and continued to focus predominantly on business owners and their unique needs, with an eye on the effects of business plans on the owner’s personal financial health, retirement and their estate.
Skills
- Small Business
- Business
- Marketing
- Strategic Planning
- Financial Analysis
- Management
- Financial Planning
- Customer Service
- Leadership
- Business Planning
- Finance
- Entrepreneurship
- Public Speaking
- Team Building
- Marketing Strategy
- Wealth Management
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