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Meet Susan S. Swinehart, Esq.

Over 25 years of planning experience ready to work for you - call for a FREE consultation today!

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About Susan S. Swinehart, Esq.

Broker/Financial Planner/Attorney

Professional Accreditation:

  • Licensed in insurance with the state of Ohio
  • Series 7 Securities Registration
  • Series 63 Securities Registration
  • Series 65 Securities Registration

Client Services:

  • Tax Reduction
  • Retirement Accumulation
  • Family Wealth Planning
  • Distribution Planning


  • University of Dayton School of Law, J.D.
  • Wright State University, Masters in Education Curriculum and Supervision
  • Ohio State University, B.S. in Education

Professional Experience:

  • Financial consultant since 1986
  • Attorney since 1986 with focus on estate-planning
  • Registered Representative with SagePoint Financial, Inc., member FINRAISIPC


Past President of Troy Noon Optimist; Former Ambassador with Troy Area Chamber of Commerce; Graduate of Leadership Troy; Troy Rotary Club, New Neighbors League Club Sponsor; Past President of Children's International Summer Village; International Who's Who of Professionals; Member of Altrusa; Member of The American Heart Association Go Red North Committee.


Mrs. Swinehart is an active speaker on estate planning and investment opportunities.


She is widowed and has two children, Kristen and Brian. Kristen is a graduate of Florida Coastal School of Law and is licensed to practice in Florida. Brian lives in California doing stand-up comedy. She enjoys traveling, cooking, reading, walking and spending time with family.


Call for your FREE consultation today!


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