Kevin J. Swan, ChFC, FSCP, CASL, LUTCF

Kevin has earned designations as a Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Financial Services Certified Professional (FSCP) and is a LUTC Fellow (LUTCF). His memberships include:

  • Raleigh Association of Insurance and Financial Advisors (RAIFA)
         – Held office of presidency and other offices.
  • The Million Dollar Round Table (MDRT)               

-Million Dollar Round Table (MDRT) is a professional association of life insurance and financial services professionals. Qualification is based on certain production requirements.

  •    – Earned the prestigious Court of the Table recognition.
         – Life Member

Through seminars and public speaking engagements regarding financial planning, insurance and other financial topics, Kevin emphasizes the importance of having a trusted financial advisor when people desire to protect and enhance their lifestyle.

Kevin is a graduate of the University of Vermont with a Business Degree in Management Information Systems. He also earned Series 6, 63, and 65 securities licenses.

Kevin lives in Apex, NC with his wife Paige, sons Ethan and Nolan, and daughter Carly. His interests include TaeKwonDo, in which he currently holds a second degree black belt. Kevin enjoys golf and spending time with family on vacations. He spends most of his free time bike riding and fishing with his children and coaching their sporting activities. Kevin formerly served as President of his Rotary club and has been a board member since 2000, holding multiple positions.


Martha Beale, Office Manager

Martha is Kevin's Office Manager. Martha came on board August 2010 and has over twenty years in the insurance industry.  Martha is happily married to Steve and has a daughter, Ashley, who recently graduated from the Duke School of Nursing.  Martha enjoys outdoor activities, gardening, traveling and spending time with her family.