CAREERS
We specialize in building comprehensive financial plans for our clients which include insurance as well as managed money options. Our RIA develops all models in house and range from low risk to high risk. Models are updated semi annually and rebalanced quarterly. Being a part of our RIA means that you have access to our technology and the administrative support to get you started. Through our partnership with Mike Dressander and Steve DeJohn, our network of advisors throughout the United States not only broadens our ability to service clients and their referrals but also offers a shared knowledge of our industry. To inquire about being a member of our team, please email tammy@swp360.com
We invite you to learn more about our partnership with Advisors Ignite by clicking the link below.
Wholesale team
Tammy Polivka
Onboarding specialist
Tammy Polivka, Onboarding specialist
Tammy will transition IAR's through the necessary paperwork to begin the process of working with our RIA. She will assist with setting up access to office programs, training on opening new accounts and completing paperwork and troubleshooting issues as they arise.