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Meet our team

Kevin C. Swanson
Kevin C. Swanson, CFP® CEO, Private Wealth Advisor & LPL Registered Principal
Craig Pine
Craig Pine Private Wealth Advisor & LPL Registered Representative
Julie Minami
Julie M Minami, CFP® Private Wealth Advisor & LPL Registered Representative
Caroline Delaney
Caroline Delaney Private Wealth Advisor & LPL Registered Representative
Brenda Friederich
Brenda Friederich, CFP® Wealth Manager
Raghu Krishnan
Raghu Krishnan Private Wealth Advisor & LPL Registered Representative
Adam Roberts
Adam Roberts Operations & LPL Registered Administrative Associate
Sarah Maloney
Sarah Maloney Operations Administrator & LPL Registered Administrative Associate
Sandy Swanson
Sandy Swanson Partner/Business Development & LPL Registered Representative
Nicole Morris
Nicole Morris Partner / Business Operations
Lori Weeks
Lori Weeks Operations Manager
Crystal Cervantes
Crystal Cervantes Client Concierge

We’re here to help.

We have a team of family financial professionals with a range of life experiences to help you make progress toward your goals. Let’s connect.

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Kevin Swanson is a Registered Principal. Craig Pine, Julie Minami, Caroline Delaney, Raghu Krishnan and Sandy Swanson are Registered Representatives with and securities offered through LPL Financial. Member FINRA/SIPC. Adam Roberts and Sarah Maloney are Registered Administrative Associates with and securities offered through LPL Financial. Member FINRA/SIPC. Brenda Friederich is solely an investment advisor representative of Strategic Wealth Advisors Group, LLC. Investment advice offered through Strategic Wealth Advisor Group, a registered investment advisor. Strategic Wealth Advisor Group, Potentia and Potentia Wealth are separate entities from LPL Financial.