We’re thrilled to introduce the newest member of our EmVision Capital Advisors team: RJ Swindaman III, CPFA®, CFP®, wealth advisor and retirement plan consultant. With over a decade of experience as both an advisor and mentor, RJ brings a wealth of knowledge and a genuine passion for helping clients reach their financial goals. His experience spans across retirement and financial planning, as well as consulting on employer-sponsored plans for business owners.

More Than a Decade of Experience and Strategic Thinking

RJ’s career has been dedicated to working closely with business owners, C-Suite executives, and employees, offering a strategic, data-driven approach to financial planning. As the founder of Fernweh, LLC, a business consulting company, he focused on maximizing business potential while ensuring employees thrive in their careers. Now, he’s bringing that same commitment to EmVision.

Partnering with Steve Frank, one of our newer wealth advisors, director of retirement plan services, and partner, RJ is excited to continue delivering personalized, high-quality service from our Columbus office. His approach centers around creating sustainable, long-term strategies tailored to each client’s unique challenges and goals.

Why RJ Chose EmVision 

RJ sees great potential in joining EmVision and is eager to build strong partnerships with both our team and our clients. When asked about joining EmVision, RJ shared:

"I’m excited to be a part of the EmVision family because our values align so well. EmVision’s commitment to personalized client care and long-term success really stood out to me. Together, I’m confident we’ll bring even more value to our clients and help them secure the futures they’ve worked so hard to build.”

A Wealth of Credentials and a Client-First Focus

RJ holds an MBA from Franklin University and a bachelor’s degree from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor (CPFA). His deep understanding of financial planning, coupled with his commitment to uncovering the unique challenges each client faces, makes RJ a valuable asset to our team.

RJ's Home Life and Family 

Outside of work, RJ enjoys spending time with his wife, Stephanie, and their three children in Westerville. Although his schedule doesn’t allow for much time on the golf course, he finds joy in his second favorite hobby: cooking.

We’re confident RJ’s background and passion for financial planning will further enhance the client experience at EmVision. Please join us in welcoming RJ Swindaman to the EmVision family!

Johnathon Opet, CFP® 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.