Tim Swanson

About Tim Swanson

I work incredibly well with analytical people that have a big heart If that sounds like you, read on! I\'m a former nuclear engineer I speak Geek 🤓 I love nerding out on finance Many people think of me as a Financial Phone-A-Friend I work well with tech professionals and engineers because they generally demand a high level of competence and I enjoy helping people understand what\'s going on with their money. I\'m passionate about Socially Responsible Investing and educating people on their options Does sustainable investing sacrifice performance? I can help you separate fact from fiction to develop an informed conclusion supported by sound analysis. If making a positive impact with your investments intrigues you, we should talk! Trusted resource for: Retirement Planning Employer Stock Compensation Wealth Strategies Charitable Planning Education Savings Estate Considerations 🦺 Life and Long Term Care Insurance I take the time to understand what\'s most important to people in order to create tailored solutions to help them achieve their financial goals. What\'s my background? In a nutshell: Built an online investment education service Conscious Entrepreneur/Founder (2x Successful Exits) Nuclear Engineer and Navy Submarine Officer Tactics Instructor teaching fighter pilots Father of 2 and loving husband I leverage my technical background behind the scenes to employ a systems engineering process mindset blending proven strategies with innovative outside-the-box approaches. As an experienced educator and community leader, I approach tasks with great attention to detail, excellent work ethic, and the utmost integrity. Right now, two of my biggest passions are talking about socially responsible investing, and improving financial education for teenagers and young adults. I\'m always excited to connect on these topics! I host a free monthly coffee chat the first Tuesday of every month at 11AM PST providing a timely market update and teaching a helpful financial tip See my featured posts for a link to my website to RSVP or get more information ℹ Feel free to reach out to me here on LinkedIn or call my office to schedule a brief phone appointment to learn more about each other! Office: 20••••••11 Email: t••••••••@edwardjones.com For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Co-founder

   Shift Co, Public Benefit Corporation

   Jul 2020 — Present

   Shift/Co™ is a Business Growth Community for conscious entrepreneurs who want to BOTH elevate business success and make the world better. As a member (Co-Founder/Co-Creator/Etc.) of Shift/Co™, I’m collaborating to build something that is more than just a business. Collectively, Shift/Co™ members work together to make the world better for others. We understand that business is an instrument for meaningful change. We want our legacy to live beyond the walls of our businesses.

Education

• State University of New York Maritime College

  Bachelor of Engineering (B.E.), Facilities Engineering

  2006 — 2009