Kevin Swantek, CFP®, CLU®

Kevin Swantek, CFP®, CLU®

Kevin began in the financial services & insurance industry back in 2006. He started his career with 1847 Financial, an agency of Penn Mutual, as a financial advisor creating customized financial plans for his individual and business owner clients. Kevin was recruited in 2008 to manage Independence Financial Group, LTD, a life, long term care, & disability insurance brokerage operation. In 2011 he was named Partner of IFG, and subsequently, in 2018, he was named Partner in IFG’s sister organization, RHM Partners. In 2019, Nexus Financial was born as the marketing organization for both IFG and RHM. His responsibilities include recruiting and training independent financial advisors while working with them to help achieve the financial goals of their clients. Kevin graduated with honors from Temple University where he earned a bachelor’s degree in Business Administration. He is insurance licensed in numerous states and holds FINRA series 7 and 66 securities licenses. Kevin also holds the CFP® and CLU® designations. Kevin currently resides in Telford, PA with his wife Marissa, and their three children, Cole, Finn & Duffy.