About Swift Financial Management

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Our team is your team

At SWiFT Financial Management, our mission is to help you work toward financial independence through thoughtful, ongoing planning. We take the time to understand your goals, priorities, time horizon, and comfort with risk, aiming to empower you to make informed decisions with clarity and confidence.

Connect

We begin by listening closely to understand your unique values, current financial landscape, and long-term priorities.

Plan

Our team develops personalized, dynamic strategies tailored specifically to your financial goals rather than relying on one-size-fits-all solutions.

Grow

We focus on sustainable approaches aimed at managing risk, protecting your family, and supporting your legacy as your wealth evolves.

Monitor

Planning is an ongoing relationship. We provide proactive support and regular check-ins to help you navigate life transitions.

Our Team

Relying on a long track record of professional experience, our dedicated team is committed to acting with integrity and building long-term partnerships rooted in trust.

Shawna Waldman

Financial Advisor

(702) 830-7054

waldmans021@gmail.com

Shawna is a Las Vegas native; she became interested in investing while attending UNLV, where she majored in Economics and Financial Management. She has been an advisor for 30 years, taking a holistic approach to her clients' financial well-being, including prudent tax strategies, retirement funding, distributions, and estate planning. Shawna serves on the Planned Giving Council for Vegas PBS. Outside work, she enjoys local arts and theatre and indulging her K9 kids with mountain hikes and park visits.

Tony Friend

Financial Advisor

702.830.7055

tony@swiftfinancialmgmt.com

Tony has been an advisor for 30 years; his primary focus is building relationships with his clients and their families for multi-generational wealth building. When not in the office, Tony enjoys spending time with his wife, Amy, their Frenchie, Hugo, and time outdoors. His son, Ryan, serves in the U.S. Navy.

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LET'S GET STARTED

Your financial journey starts with a single conversation. Reach out today and let's talk about where you are, where you want to go, and how we can help get you there.

Get Started