Meet our team
Travis has over 15 years of experience in the financial services industry. Being an independent financial advisor allows Travis to recommend the products or asset management programs that best help you achieve your goals and not the corporate goals of some large firm. Whether you’re just starting out or looking for assistance with managing a multi million dollar portfolio, he can help.
“Many of my clients come to me as referrals from existing clients that I’ve built long term relationships with. In most cases they have an existing agent or advisor and are simply taking a recommendation to seek a second opinion. The biggest mistake I see individuals make is that they simply don’t ask enough questions. They’ve been sold an insurance based contract with high fees and long surrender charges or they don’t understand the internal fees associated with their investment accounts that negatively impact returns. When it comes to retirement and financial planning, like anything, there are pros and cons to each solution and you should have those explained to you prior to making decisions.”
Investment Advisor Representative
Brady focuses on financial planning and asset management to help Swenson Wealth
Management clients achieve their goals. Brady grew up in Menno, SD and later attended South
Dakota State University. As an Investment Advisor, Brady helps individuals and businesses create wealth and plan for the future. Brady and his wife, Jess live in Sioux Falls with their daughter.
Tuscan Gardens Fund Manager
Dwight was born and raised in Sioux Falls, SD and has been a trusted advisor to successful business owners, high-income individual and affluent families since 1979. After moving to Florida Dwight partnered with Sean D. Casterline, CFA, MBA, the Managing Director for Private Equity with Tuscan Gardens Alternative Income Fund. Dwight now spends his time working on the private equity side of Tuscan Gardens and utilizes this alternative investment to provide diversification and income to his clients.
Suzie grew up in Southwest Minnesota and works as an Office Administrator for Swenson. Before joining the Swenson team, she worked in Vendor and Risk Management in the prepaid card industry. Suzie and her husband Terry live in Sioux Falls, SD.