Jeff Swaim currently serves as President and is also the co-founder of Falcon Financial Advisors. Jeff joined his father in practice in early 2008. As his title indicates, he wears many different hats for the Falcon Team. Jeff holds a Bachelor’s degree from Western Kentucky University. He draws upon this and his years of experience to help monitor, evaluate, and reinforce Falcon’s strong financial foundation and operational structure.
He also works alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. With his varied experiences as a communicator, operations officer, and financial advisor, Jeff uses his unique abilities to describe and connect our clients’ financial goals with strategies that will lead to success. “The challenge with advising is taking complex or misunderstood ideas and making them clear and applicable to an individual’s “real life.”
What Jeff likes the best about his role at Falcon is how it brings together so many of the experiences and responsibilities that he has been fortunate to have since graduating from Western Kentucky University. While Jeff has tremendous respect for and pays close attention to, the technical, number-crunching aspects of finance, experience has taught him that it is the more human elements of communication; understanding, wisdom, and decision-making that usually leads to success or failure.
When not working for Falcon, he is busy with his home team, which includes a wonderful spouse and two young children. Away from the office, Jeff enjoys spending his time outdoors. He also enjoys traveling when time allows.