Bruce Primeau CPA, CFP®, PFS
President, Wealth Advocate
"I enjoy developing relationships with families in need of professional help in managing their financial situation. By becoming the financial...
Becky Botzet CFP®, EA
Vice President, Wealth Advocate
“With our world and personal lives changing constantly, creating a plan is only the first step to reaching our goals. For that reason, after we create...
Anita Kalafut CFP®, EA
Wealth Advocate
“I like the day-to-day interaction with clients, discussing their goals, assessing their finances and helping them develop a financial game plan that...
Steve Tecker CFP®
Wealth Advocate
“When I was growing up, my family had very little exposure to what I would now consider to be basic financial concepts and strategies. I want to be...
Matt Wright CFA®
Vice President, Chief Investment Officer
“I want our clients to understand that the long-term process is much more important than short-term outcomes. We can show our clients how to take...
Kay Strand
Client Services Manager
“I like seeing clients achieve their goals—whether that be early financial independence or a child graduating from college with little to no debt. We...
Evan Laleman
Associate Wealth Advocate
"Working at SWA as an intern allowed me to do something I enjoy--help others reach their financial goals. I am excited to learn more and help as many...
Dayna Geisbauer
Client Services Specialist
"The focus on client service that the SWA culture embodies is present in each one of our team members. I like to continue to learn and grow and have...