Chris Swanson is a Wealth Advisor and Employee Benefits Specialist at Summit Investment Advisors. In addition to holding numerous financial certifications, including Accredited Investment Fiduciary (AIF®), and Chartered Retirement Plan Specialist (CRPS®), he is also a Certified Public Accountant (CPA) licensed in Wisconsin.

Chris previously held positions in corporate finance and is a successful small business owner. He holds a Master’s in Business Taxation from the University of Minnesota – Carlson School of Management.

Chris and his wife Libby have three daughters.

Schedule a 30 minute call with Chris