Our Origin
Second 50 Financial was founded by Kathleen Adams, CFP®, CPWA®, RMA®, and David Swift, CIMA®, after leaving a partnership with one of the leading Registered Investment Advisory firms in the country. This enabled them to specialize in the kind of niche wealth planning essential for people entering a new chapter of life and be free of the constraints of corporate mandates. Being independent, we can use our wisdom and experience to serve the people we love working with and maintain access to institutional investment relationships while investing in sophisticated planning software.
Our Mission
Our mission at Second 50 Financial is to offer tailored financial solutions for our clientele who are approaching or in their second 50 years of life when there are significant life changes occurring requiring different focused strategies. We aim to help our clients maximize their income, preserve their assets, and achieve financial confidence during their second 50 years of life.
Our Team
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Kathleen Adams, CFP® CPWA® RMA®
Founding Partner | Financial Planner
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David Swift, CIMA®
Founding Partner | Financial Planner
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Charles Dickey
Director of Investment Operations
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Lisa Morig
Director of Client Operations
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Katie O’Neill
Director of Financial Planning
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Todd Sakoda
Professional Outsourced Compliance Department
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Allie Keller
Executive Assistant
Our Guiding Principles
Abundant Living: Embrace and cultivate financial freedom, expand opportunities, and enhance vitality for each and every one of us.
Continuous Growth: Relentlessly pursue knowledge, improvement, and excellence in all we do.
Family Focus: Prioritize the well-being of our families and yours above all else.
Integrity in Action: Build trust, accountability, and reliability through unwavering honesty.
Collaborative Spirit: Encourage teamwork and foster positive relationships with our employees, professional partners, and clients, focusing on shared success and enjoying the journey together.
