Nancy Swanson

(763) 923-2264
nswanson@oakridgefinancial.com

Nancy Swanson joined Oak Ridge Financial in 2009 as Senior Vice President in the Private Client Group. She began her career in financial services with Morgan Stanley in 2001 after an 18 year executive career at Northwest Airlines where she held positions in finance, marketing, advertising, customer service, training and organizational development. As a financial advisor, Ms. Swanson’s focus is to help her clients make smart choices about their money. A typical new client has a clear goal for their future but an unclear vision of how to get there. By establishing long-term relationships with her clients, she becomes coach, partner and strategist as they build and retain wealth and achieve long term financial security for their families. In her practice, Ms. Swanson works with individuals, small businesses, trusts and non-profits. When not working, Nancy spends her time involved with family, friends, fitness, reading, movies (the older the better), cooking, volunteering and public speaking. She and her husband, Craig, have been married since college. They have two adult sons and 2 granddaughters (Riley and Lula) who fortunately live only 3 miles away. Two dogs and a horse round out the household.

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Nancy Swanson -  Oak Ridge Financial