Congratulations to Rachel Bruce, Wealth Advisor Associate, and Jordan Swisher, Partner and Wealth Advisor! Over the last quarter, both professionals were nominated and selected by the Wichita Business Journal for recognition awards within the local business community.
Rachel Bruce was highlighted as a Woman Who Leads in Professional Services. The Wichita Business Journal highlights women in our local community who are making strides in their careers.
We all want to live a purposeful & peaceful life, and I get to help our clients achieve their dreams by navigating them through some of their most difficult and happiest times.
Rachel Bruce- WBJ Article; February 2023
Jordan Swisher, Partner and Wealth Advisor, was recognized as a Young Professional in Financial Services. This recognition highlights the next generation of leaders within the financial services industry.
I started my career in public accounting with KPMG. Being on site for every engagement, I found the most enjoyable part of my position was getting to know clients personally and professionally throughout the course of the audit. When I was ready to leave public accounting, I realized financial services was the perfect fit of building relationships while utilizing my financial background.
Jordan Swisher- WBJ Article; December 2022
Congratulations to you both, and thank you for your commitment to our firm’s success!
