At EmVision Capital Advisors, we’re thrilled to welcome RJ Swindaman III, CPFA®, CFP®, to our team. With over a decade of experience as a wealth advisor and retirement plan consultant, RJ brings extensive knowledge, strategic vision, and a client-centered approach. His move to EmVision reflects his drive to expand his impact and continue growing in an environment where he can focus on the work he finds most meaningful.
Throughout his career, RJ has approached financial planning with a strong focus on strategy and growth. He founded Fernweh, LLC to support business owners in maximizing potential while prioritizing employees’ success. Now, at EmVision, he joins a team that shares his values of purposeful, long-term planning and meaningful client relationships. RJ will be working closely with Steve Frank, AIF®, a fellow advisor, Director of Retirement Plan Services, and partner, in EmVision’s Columbus office, where the two look forward to combining their skils to serve clients with even greater impact.
When asked why he chose EmVision, RJ shared:
“EmVision stood out to me because of their commitment to quality and their dedication to a collaborative team approach. I was looking for an organization that values strategic solutions and cares deeply about its clients and advisors alike. I’m excited to join a team that fosters growth, innovation, and impact.”
RJ’s experience as a CERTIFIED FINANCIAL PLANNER® professional and Certified Plan Fiduciary Advisor (CPFA) brings additional strength to the EmVision team. With his MBA from Franklin University and a bachelor’s degree from The Ohio State University, he’s well-equipped to navigate complex financial landscapes and create lasting value for his clients.
RJ strives to balance career growth with quality family time. Based in Westerville, Ohio, he enjoys spending time with his wife, Stephanie, and their three young children. When he’s not busy with his family, RJ tries to get out on the golf course or spend time on his second favorite hobby: cooking.
RJ’s journey to EmVision reflects the possibilities open to advisors seeking a supportive, growth-focused environment. If you’re an advisor considering the next step in your career, RJ’s story may resonate with your vision for a fulfilling future. Reach out to learn more about what EmVision can offer.
James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.