Introduction

Leitch, Swartz and their experienced and knowledgeable staff provide comprehensive financial services to a wide range of clients, including businesses and individuals seeking all levels of financial planning. As a financial advisor, Bill has a passion for assisting clients in realizing their financial goals. Larry and Bill work closely with each client to fully understand their current financial position and their future financial goals. From there they take a holistic approach in the preparation of an individualized plan with diverse investment options.

Team photo

Support Team

Anna Wilson

Anna Wilson

Operations Manager

Bailey Sager

Bailey Sager

Administrative Assistant

Tyler Miles

Tyler Miles

Wealth Manager Assistant

Emily Nelson

Emily Nelson

Administrative Assistant

Samantha Nash

Samantha Nash

Financial Planning Support Specialist

Chimeira Greenwood

Receptionist

Larry Leitch headshot
Chief Executive Officer

Lawrence “Larry” Leitch has one goal: to support you in pursuing your financial goals. He provides you with the guidance...

Bill Swartz headshot
Chief Business Development Officer

After over 20 years in the financial services industry, Bill joined SFG to use his experience and knowledge as a...

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