Jessica Swan


Team Leader

Ph: 248.716.6129

Jessica is responsible for the day to day operations of the Outsourcing department. Her responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Jessica holds a bachelor’s degree Business Administration from Alma College. In her spare time, Jessica enjoys spending time with her family, and friends, playing soccer, biking and traveling to her favorite place in Michigan, Traverse City.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team